Just click on any name to find out more about our highly qualified financial planners.
Steven W. Lieberman, MBA, CFP®
Summit Financial Resources, Inc.
Principal - The Private Client Group
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line 973-285-3637
slieberman@sfr1.com
Education:
• Wharton School of Business, University of Pennsylvania,
MBA Finance (Honors)
• Wharton School of Business, University of Pennsylvania,
BS Economics (Honors)
Specialization:
• Comprehensive Family Wealth Planning
• Investment Management
• Risk Management and Estate Planning
• Retirement Planning
Please feel free to watch my latest videos:
Adjusting for Changing Market Conditions
(Fall 2009)
Stable Strategies for Uncertain Markets
(Spring 2009)
Managing Today's Market Volatility To Your Advantage
(Fall 2008)
Read my latest Quarterly Newsletter:
Third Quarter 2009 Newsletter
Also, please visit:
The Private Client Group's Wealth Management Solution
Previous Business Experience:
• Temple, Barker & Sloane, Boston, MA
Mergers and Acquisitions
• Cresap, McCormick & Paget, New York, NY
Strategy Consulting
• Bell Atlanticom Systems, Princeton, NJ
Telecommunications Venture
Personal:
• Volunteer Board Member, numerous charitable
organizations, clubs and societies
• Member, NALU; Essex County Estate Planning Council
• Member, FPA - Financial Planning Association
• Former Member Board of Trustees and Investment
Committee JCF of Metro West
• Former Member Board of Trustees, Wharton Club of NJ,
Penn Club of Metro New Jersey
• Member, Penn Club of New York, Wharton Club of NY
• Member, UJA Ben Gurion and Lester Societies
National Cabinet
• Founder, Simcha Chai
• Active Patron, Weitzmann Institute of Science, Lighthouse International, UJC and Juvenile Diabetes
• Married with identical twin daughters and a son
