Jordan Liebling

Financial Associate

State(s) Licensed:   AZ, CA Insurance Lic. #4059926, CO, DE, FL, ID, MD, NM, NV, OR, TX, VA, WA

Phone 760-832-4215
Address

49 Discovery, Suite 140
Irvine, CA 92618

Jordan Liebling

State(s) Licensed:   AZ, CA Insurance Lic. #4059926, CO, DE, FL, ID, MD, NM, NV, OR, TX, VA, WA

Coaching You to Financial Success

Like a great coach gets fulfillment from the victories of those they work with, I see every one of your financial victories as something to celebrate. Even the smallest win can make a huge impact on your financial future. My team and I run a financial planning practice in Orange County where we coach you on how to achieve your financial goals and specialize in the following:

 

  • Launching your financial plan 
  • Protecting your family, income, and assets 
  • Optimizing your workplace benefits 
  • Creating personalized benefits packages for self-employed and small business owners 
  • Investing with taxes in mind 
  • Setting and achieving goals you didn’t know were possible 
  • Navigating job and life transitions 


Let’s set up a time to chat about what makes sense for you! 


We serve South and North Orange County and all surrounding areas including coastal cities. 

To learn more about the privacy of your information, visit our privacy policy.

Location

Irvine Office

Phone:
760-832-4215

Hours

M – F: 9 a.m. – 5 p.m.