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Jeffrey L
Series 65
Fairfield, NJ
Caldwell Fairfield Advisors
Jeffrey Lieberman is a Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of Caldwell Fairfield Advisors and has been involved with Weinberg Lieberman, P.C., a tax accounting firm, since 1987. His professional background includes over a decade at Jay H. Weinberg Investment Advisor, LLC. Caldwell Fairfield Advisors offers financial planning and consulting services to individuals, businesses, trusts, estates, and charitable organizations, focusing on non-investment advice such as tax and estate planning. The firm refers clients to independent investment advisers for portfolio management and does not provide discretionary investment management or custody of client assets.
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