Jordan Liebling
State(s) Licensed: AZ, CA Insurance Lic. #4059926, CO, DE, FL, ID, MD, NM, NV, OR, TX, VA, WA
49 Discovery, Suite 140
Irvine, CA 92618
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 Notice at Collection for California Consumers or our privacy policy.
Location
Irvine Office
- Phone:
- 760-832-4215