Jeffrey Lieberman

Background

About Jeffrey Lieberman

I have spent my entire career working with clients to help preserve, grow, manage and pass along their wealth. In my opinion, there are two attributes that separate one advisor from another - experience and knowledge. Experience is important, because it means that you have lived through many different market environments, had relationships with clients that span full lifetimes, and have demonstrated your own abilities. Knowledge means being aware of options, alternatives and solutions that others may not know about. My experience speaks for itself. As for knowledge, I have spent my entire career pursuing rigorous, intensive training so I know what I'm talking about with my clients - I am one of a handful of Morgan Stanley advisors with six distinguished designations: CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Family Wealth Director, Global Sports & Entertainment Director and Portfolio Manager. This rare combination means added value for my clients, whether I am creating and managing an investment portfolio, or providing comprehensive wealth management that may include advanced planning, trust services, philanthropic advice, and/or retirement planning. Helping clients leverage their wealth to achieve their goals is a passion of mine, one I pursue with dedication, honesty and ongoing communication. On a personal level, I try to give my all to the parts of my life that mean the most to me. First and foremost is my family - I live in Calabasas, CA and have three daughters: twins Madison & Morgan and Sophia. I enjoy family soccer travel reading photography fine dining and cooking. I am also a passionate advocate in the battle to end juvenile diabetes, something which resonates with me personally. NMLS#: 1282943 CA Insurance License #: 0A05103