Summit Financial
Steve Lieberman has over 30 years of work experience in the financial and consulting industries. Steve started their career in 1987 as a Strategy Consultant at Temple, Barker & Sloane, where they worked until 1990. In 1991, they joined Summit Financial, LLC as the President and CEO of The Private Client Group ~ Wealth Management, LLC. Steve has played a key role in developing and implementing strategic plans for both companies.
Steve Lieberman holds a Master of Business Administration (M.B.A.) degree, with a specialization in Finance, from The Wharton School. Steve also obtained a Bachelor of Science (BSc) degree in Economics from The Wharton School.
Summit Financial
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.