PARSIPPANY — One of the largest independent financial planning and wealth management firms in the greater New York City area, Summit Financial Resources, Inc., announced that Steven W. Lieberman, MBA, CFP® was named the firm’s 2014 Investment Leader. For over a dozen consecutive years, he has consistently held this recognition as Summit’s top-ranking investment management practice. Summit Financial is located at 4 Campus Drive.
The award recognizes Mr. Lieberman as leader of Summit Financial Resources, Inc.’s most productive investment management practice.
As a financial advisor for nearly 25 years, Mr. Lieberman specializes in providing clients with a range of sophisticated wealth management services, including comprehensive financial planning, investment management, risk management, estate planning and retirement planning.
Mr. Lieberman graduated from the Wharton School of Business with his Bachelor’s Degree (BS) in Economics and his Masters of Business Administration (MBA) in Finance. Mr. Lieberman has been an active Board Member and/or Investment Committee member of numerous charitable organizations, clubs and societies.
Steve is a member of the UJA Ben Gurion and Lester Societies, and is a National Cabinet alum. He has been a member of the Essex County Estate Planning Council, NALU and Financial Planning Association (FPA), as well as the Wharton Club of New Jersey and the Penn Clubs of Metro New Jersey and New York. He is a founder of Simcha Chai and an active patron of Weizmann Institute of Science, Stand with Us, AIPAC, Chai Lifeline and Juvenile Diabetes.
Steve currently resides in Short Hills with his wife, identical twin daughters and son.
Summit Financial Resources was established in 1982 and headquartered in Parsippany, Summit Financial Resources, Inc., and Summit Equities, Inc. Member FINRA/SIPC are privately owned financial planning and wealth management firms with over 200 professionals and support personnel and advise clients on over $3 billion in assets. The firm’s multi-disciplined approach to financial planning (combining expertise in estate planning, business planning, investment planning, retirement planning, fringe benefits and insurance) is designed to give clients a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. For more information, visit www.summitfinancial.com.
