Aaron Lieberman (CDFA, CFP®)

Aaron Lieberman focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Divorce Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management

Planning Specialties

With more than two decades of experience in the financial industry, I assist clients in connecting their money with their values to help them confidently live fulfilling lives. As a Certified Financial Planner, CFP® I take a client-centric, holistic approach to financial planning and develop Financial Life Plans that take into account a client's values and needs, while providing a strategy that allows them to work towards meaningful goals they have set for themselves.

My passion for helping others led me to the sector of Divorce Financial Planning. After receiving my CDFA® designation in 2020, I became a proud member of both the Long Island Collaborative Divorce Professionals & the Long Island Divorce Mediation Peer Group. I look forward to helping couples navigate divorce in a caring, compassionate, and cost-effective way.

NAPFA Start Date

April 09, 2021


This Office

534 Broadhollow Rd Ste 420 Melville, NY 11747-3620 Phone: (631) 760-8385