JB

Liebstein

CFP®, ChFC®, RICP®

picture of a planner

Here to act in your best interests

About me

I made a life-altering career change and became a financial planner in 1996 and never looked back! I view money as a tool to live life with a purpose. As such, I take an active role in educating my clients and their families to help them achieve their financial goals by making smart decisions about their finances through sound advice, guidance, and encouragement. My wife and I enjoy traveling, hiking, biking and spending time with friends and family.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Consultant®

Retirement Income Certified Professional®

Education

Attended, - University of Maryland

Attended, - West Virginia University

Visit one of our Locations

Washington DC V - North Bethesda

6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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