Marvin L. Liebe,  CFP<sup>&reg;</sup> - Financial Advisor

Marvin L. Liebe, CFP®

CLU,ChFC,MSFS

Epic Trust Financial Group

1305 Fowler St
Richland, WA 99352-4719
(509) 582-2047

General

Marvin Liebe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Epic Trust Financial Group in Richland, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, CASL

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Women's Finances

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Helpful Financial Planning Resources