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Eric Felsenfeld
Accomplished Maryland Financial Planner Eric Felsenfeld
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Eric Felsenfeld

Accomplished Maryland Financial Planner Eric Felsenfeld
A financial services executive with 19 years of experience, Eric Felsenfeld has served as a managing partner with Liberty Wealth Management LLC in Rockville, Maryland, since 2009. Working with a wide variety of clients, he focuses on financial planning, investment management, insurance and estate planning, tax efficiency, and college planning to help them reach their financial objectives. Eric Felsenfeld holds a bachelor of arts in marketing from the Kelley School of Business at Indiana University. Before joining Liberty Wealth Management, Mr. Felsenfeld spent time as an investment consultant with TD Ameritrade and a financial planner with Morgan Stanley. During his time with Morgan Stanley, he presented wealth management action plans and utilized customized tools focused on retirement planning, college planning, and debt management. Active in his professional community, Mr. Felsenfeld belongs to the Financial Advocacy Network and the Society of Financial Awareness. Outside of work, he enjoys traveling, tennis, running, and spending time with his family.
Liberty Wealth Management LLC
Indiana University
Potomac, MD, USA

職場能力評價

專業背景

  • 目前狀態
  • 專業
  • 產業
  • 工作年資
  • 管理經歷
  • 最高學歷
    大學

求職偏好

  • 預期工作模式
  • 希望獲得的職位
  • 期望的工作地點
  • 接案服務

工作經驗

Managing Partner

2009年6月 - 現在

學歷

Bachelor of Arts (BA)
Business
1997 - 2021