Steven W. Lieberman,  CFP<sup>&reg;</sup> - Financial Advisor

Steven W. Lieberman, CFP®

MBA,

Summit Financial Resources, Inc.

4 Campus Dr
Parsippany, NJ 07054
(973) 285-3637

General

Steven Lieberman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Resources, Inc. in Parsippany, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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