Jason Leibovitch has dedicated himself to providing tailored financial advice and guidance for his clients. Having worked in Regulation A+ and Film & Television Packaging, Jason has extensive experience with high net worth individuals, entrepreneurs, venture capitalist and multinational corporations.
Jason provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs - including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services - and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. Financial strategies may include equities, fixed income, alternative investments, ETFs and other types of investments. In addition, Jason can offer clients access to banking, credit and lending from Bank of America, N.A.
Jason holds the Accredited Asset Management Specialist, AAMSTM designation awarded by the College for Financial Planning Institutes Corp.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Merrill Life Agency's California License Number 0522776
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
