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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

    What specific services does Jeremy Leibowitz offer at Prosperitas Financial?
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    What is Jeremy Leibowitz's educational background?
    How does Jeremy Leibowitz's experience at Axa Advisors and Gwn Securities influence his current practice?
    Jeremy Leibowitz
    Jeremy Leibowitz, photo 1
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    Location

    Los Angeles Metropolitan Area