Maryland Financial Services Professional Eric Felsenfeld
A financial services professional with 19 years of experience, Eric Felsenfeld earned a bachelor of science in business from the Kelley School of Business at Indiana University. He began his career as a financial planner with Morgan Stanley, where he spent several years building relationships with business owners and nonprofits, evaluating tax planning, cash management lines of credit, and retirement planning. Through a variety of financial products and services, Eric Felsenfeld acquired assets and helped families, individuals and business owners achieve their finacial goals
Since 2009, Mr. Felsenfeld has served as managing partner with Liberty Wealth Management LLC in Rockville, Maryland. In this capacity, he provides comprehensive financial planning services for individuals and businesses, focusing on areas such as investment management, tax efficiency, insurance, college and estate planning.
When he is not helping clients identify and pursue their long-term financial objectives, Eric Felsenfeld enjoys traveling and spending time with his family, as well as staying active through tennis, baketballl and running.