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职场能力评价定义
Eric Felsenfeld
Accomplished Maryland Financial Planner
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.
Potomac, MD, US
Work Experience
Jun 2009 - Present
Managing Partner
Liberty Wealth Management LLC
Education
Sep 1997 - Dec 2021
Bachelor of Arts (BA)
Indiana University
Business
Eric Felsenfeld
Accomplished Maryland Financial Planner
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.