AMBRE FINANCIAL - Key Persons
Eric Leibowitz is the President and Owner of Ambre Financial and is also an Investment Advisory Representative (IAR) with Belpointe Asset Management. He has been providing fee-based financial planning since 1999 and general financial services since 1987.
As an IAR with Belpointe Asset Management, Eric provides fee-based financial planning and asset management to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business financial plans, and ongoing reviews.
Since 1994, Ambre Financial has helped enhance Eric's client services by providing full-service pension and profit sharing analysis and recommendation of employee benefits, asset management, and asset allocation.
Eric graduated from Rider University with a Business and Accounting degree. He continued his studies at the University of Bridgeport School of Law with an emphasis in Tax law, however, he does not practice in the legal profession. Eric has completed the Financial Industry Regulatory Authority's (FINRA), Series 65, 63 and 7 securities examinations. He currently holds the financial designation of an Accredited Investment Fiduciary AIF
Active in his community, Eric served as a board member of the YMCA SKOR association (Special Kids Organized Recreation) and was a committee member for eight years. Eric resides in Freehold, New Jersey with Vivian and his three beautiful children. He has been a foster parent in the State of New Jersey.
QUALIFICATIONS
We have been working with individuals and businesses in the area for several years. Eric Leibowitz has extensive personal and professional experience. He is licensed and ready to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all clients.
Eric believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is the ability to provide clear, easily understood explanations of financial products and services.