David Lieblich
Investment adviser representative at Savlan Wealth Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Savlan Wealth PartnersSep 2026 to now
- Savlan Wealth Partners LLC (dba Lieblich Financial Services)Sep 2026 to now
- Commonwealth Financial Network (dba Lieblich Financial Services)Jan 2021 to Sep 2026
- Avantax Investment Services (dba Lieblich Financial Services)May 2012 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Savlan Wealth Partners
Legal name: Savlan Wealth Partners LLC
$0Assets managed
0Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6064668
- Firm CRD
- 343698