Daniel Liebers
Retirement Benefits Specialist - Tax Sheltered Plans
As an Optimal Planning Partners, Inc. Managing Partner , I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and the services of a capable financial professional like me.
As a member of The Million Dollar Round Table and the company's 2006 Hall of Fame, I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. I can offer a broad range of financial products and services.
California Insurance License #: 0E01076
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Optimal Planning Partners, Inc. is not owned or operated by Equitable Advisors, LLC or its affiliates.