Jay Liban

Jay Liban is a Financial Advisor serving the Alpharetta, GA area as part of Ameriprise Financial Services, LLC.1 As a Vice President and Financial Advisor, he provides personalized financial advice to help clients achieve their goals.1

Professional Qualifications

Jay Liban holds several professional designations that demonstrate his expertise in various aspects of financial planning:

• Certified Kingdom Advisor® (CKA®): This designation indicates his ability to provide biblically-based financial advice.1
• Certified Long Term Care (CLTC®): Specializing in long-term care planning.1
• Chartered Life Underwriter® (CLU®): Demonstrating expertise in life insurance and estate planning.1

Services Offered

Jay Liban's practice focuses on:

• Investment and asset allocation recommendations
• Portfolio management
• Retirement planning
• Regular client meetings to review progress and adjust strategies
• Providing clients with anytime access to their investments and accounts1

Approach to Financial Planning

Jay Liban's approach involves:

1. Understanding client goals, including retirement, education, or major purchases
2. Developing personalized recommendations based on individual goals and risk tolerance
3. Regular meetings to review progress and update strategies
4. Providing secure, anytime access to investments and accounts1

His LinkedIn profile can be found under the username "jmlcomp", and he is based in the Atlanta, Georgia area with over 500 connections on the platform.2