Daniel Liebers
Retirement Benefits Specialist - Tax Sheltered Plans
As an Optimal Planning Partners, Inc. 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