Aaron Lieberman, CFP®
I have been helping my clients navigate retirement challenges in this ever-changing world for more than a decade. As I build a rapport with clients, they are comfortable to talk about their money and their financial goals. I know investing can be simple. With some “invested” time and quality advice, we can all know financial success. My mission is to lower the stress concerning financial matters to assist clients moving comfortably and confidently through each phase of their life.
As a Financial Advisor with a Certified Financial Planner ™ designation, I understand the unique phases each client experiences in life. Maybe you are concerned about saving for college, the status of the market, how to pay for healthcare in retirement, or whether to pay off a home or sell a business. Everyone is concerned about the legacy they will leave.
I am determined to help navigate these challenges so you can leave the legacy you envision. Your preferred plan and asset allocation will be constantly monitored to review your progress using comprehensive services such as: asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401K’s and rollovers from retirement plans, strategies for navigating Social Security and Medicare, legacy and business succession plans and strategies for managing financial risk, long term care and annuities.
Often, my clients send me beautiful notes thanking me for being their financial advisor that I read regularly. These notes are a reminder of why I do what I do; helping provide clients with confidence to pursue their ideal lives and opportunities with empowerment.
Originally from Albany, NY, I now reside in Old Bethpage, NY with my wife Jackie and our two children. As a 14-time marathoner, I have leveraged my love for running into an unwavering commitment of philanthropic contributions totaling over $25,000 for Autism research to date.
Vice President of Operations
Involved with multiple aspects of the financial services industry for nearly two decades, Diana Rabin has played a critical role in Aaron Lieberman’s practice since 2010. Diana’s dedication and professionalism are frequently evident as she is usually the first voice our clients hear when they contact our office. She is “on the front line” when it comes to the day-to-day operations of the practice as well as handling much of our daily direct client interactions.
Diana maintains a deep sense of responsibility to our clients. She garners a large amount of satisfaction from simplifying complex topics/situations, helping reduce our clients’ stress and problem solving in general. Simply put, she does a great job of understanding that each client is different and adjusts accordingly to their various needs and personalities. Diana is especially excited in what the future holds for their new endeavors as they enter the financial planning services arena.
Diana and her husband, Greg, have enjoyed living on the south shore of Long Island for the past 20 years. Away from the office, she loves cooking and spending time with her husband and two children on the beach at Fire Island.