Steven W. Lieberman Is Recognized, For A Record 15th Consecutive Year, As Summit Financial Resources Inc.’s Investment Leader

By a News Reporter-Staff News Editor at Investment Weekly News -- - One of the premier financial planning and wealth management firms in the greater New York City area, Summit Financial Resources, Inc., announced that HYPERLINK "http://www.summitfinancial.com/team/steven-w-lieberman/" nSteven W. Lieberman, MBA, CFP® was named the firm's 2016 Investment Leader. For 15 years, he has consistently held this recognition as Summit's top-ranking investment management practice.

The award recognizes Mr. Lieberman as leader of Summit Financial Resources, Inc.'s most productive investment management practice.

As a financial advisor for over 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, NJ with his wife, identical twin daughters and son.

Keywords for this news article include: Finance and Investment, Investment and Finance, Summit Financial Resources Inc.

Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2017, NewsRx LLC