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Mini stuart leibowitz
BireSwan
Plymouth Meeting, PA

Stuart Leibowitz

AIF®, JD
Advocating for your financial goals.
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Meet Stuart

Introduction - Stuart Leibowitz
Introduction - Stuart Leibowitz
What BIRE is About - Stuart Leibowitz
What BIRE is About - Stuart Leibowitz
Manage Your Social Security Benefits - Stuart Leibowitz
Manage Your Social Security Benefits - Stuart Leibowitz
Video Transcripts

Having practiced law for over 25 years, in 2001 Stuart decided to follow a passion he had for a very long time and switched to a financial services career.

Stuart has attained the designation of Accredited Investment Fiduciary (AIF ®). He is a member of the Society of Financial Service Professionals, the Greater Philadelphia Association of Insurance and Financial Advisors, the Montgomery County Estate Planning Council, the Montgomery County Bar…

Having practiced law for over 25 years, in 2001 Stuart decided to follow a passion he had for a very long time and switched to a financial services career.

Stuart has attained the designation of Accredited Investment Fiduciary (AIF ®). He is a member of the Society of Financial Service Professionals, the Greater Philadelphia Association of Insurance and Financial Advisors, the Montgomery County Estate Planning Council, the Montgomery County Bar Association. He is also a qualifying member of the Top of the Table of the Million Dollar Round Table (which is based on sales).

Stuart believes that in order to properly address the financial and insurance issues of clients, it is critical to have a strong working relationship with lawyers and accountants. To this end he strives to develop long term strategic relationships with lawyers, accountants and specialists in other financial areas.

“I want to help people with an advocacy approach, not an adversarial approach as in law. The time I have spent in the financial service industry has been the most rewarding and fulfilling time of my professional life. I help people plan to reach their financial goals. I help people protect their families from unexpected, devastating events. It is a great responsibility that I welcome.”


Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Commission-based
Based on % of assets

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Memberships

NAIFA - National Association of Insurance and Financial Advisors 

Education

JD
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