A managing partner with Liberty Wealth Management LLC since 2009, Eric Felsenfeld provides a range of financial services to help families, individuals and business owners achieve their financial goals. Holding both a Series 66 and Series 7 license, he is a securities agent and investment advisor representative with experience in financial planning, investment management, tax efficiency, distribution planning, estate planning, insurance and college planning. Before joining Liberty Wealth Management, Eric Felsenfeld spent four years as an investment consultant with TD Ameritrade, an online broker for stock trading and long-term investing.
Mr. Felsenfeld holds a bachelor of arts in business from the Kelley School of Business at Indiana University, where he was a member of the Phi Delta Theta fraternity and the stock market club. After graduating, he joined Morgan Stanley as a financial planner. In two years with the firm, he acquired assets through retirement planning, investment management, debt management, insurance and college planning.
To stay up to date on trends and topics in the financial industry, Eric Felsenfeld maintains membership in the Financial Advocacy Network and the Society of Financial Awareness.