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Jeremy Leibowitz

CERTIFIED FINANCIAL PLANNER™️

Jeremy Leibowitz is a Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional® (RICP®) working as a Financial Advisor at Prosperitas Financial, LLC in Valencia, California.123

Professional Background

Jeremy Leibowitz has experience working at several financial firms:

  • Currently employed at Prosperitas Financial, LLC
  • Previously worked at GWN Securities, Inc.
  • Started his career at AXA Advisors, LLC1

Qualifications and Expertise

  • Holds CFP® and RICP® certifications3
  • Licensed with a Series 66, qualifying him as both a securities agent and investment advisor representative1
  • Registered to serve investors in California1

Role and Responsibilities

As a Financial Advisor at Prosperitas Financial, Jeremy Leibowitz offers:

  • Customized financial advice
  • Comprehensive financial planning services
  • Portfolio management for individuals and small businesses
  • Pension consulting services15

Professional Philosophy

Jeremy's mission is to help clients with their planning needs based on each person's individual overall needs and goals.4 He is known for being knowledgeable, friendly, and taking the time to explain financial options in easy-to-understand terms.6

Firm Details

Prosperitas Financial, LLC is a registered investment company headquartered in Valencia, CA. The firm:

  • Manages $222 million in assets
  • Has 1,587 client accounts
  • Employs 15 financial advisors
  • Specializes in high-net-worth clients (87% of accounts)1

Jeremy Leibowitz can be contacted at Prosperitas Financial via phone at (818) 274-2460 or email at jleibowitz@prosperitasfin.com.3

Highlights

Sep 25 · prosperitasfin.com
Meet The Team And Review Our Bio's - Prosperitas Financial
Meet The Team And Review Our Bio's - Prosperitas Financial
Aug 12 · prosperitasfin.com
Jeremy Leibowitz - Financial Advisor
Jeremy Leibowitz - Financial Advisor

Related Questions

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Jeremy Leibowitz
Jeremy Leibowitz, photo 1
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Location

Los Angeles Metropolitan Area