Jeremy M. Leibowitz, CFP®, RICP®

Financial Advisor

Phone: (818) 274-2460
Email: jleibowitz@prosperitasfin.com

About Jeremy

Jeremy’s mission is to help clients with their planning needs based on each person’s individual overall needs and goals. He began financial planning after obtaining his B.A. from UCSB in 2012. Since then, Jeremy has become a Certified Financial Planner™ and acquired a Retirement Income Certified Professional® designation.

 

Jeremy followed in the footsteps of his father, who has been in the industry since before Jeremy was even born. He sometimes reminisces and laughs about the first time he gained experience in the industry when Jeremy’s dad helped him guide his bar mitzvah money into investments.

 

When Jeremy began financial planning in 2013, he worked at AXA Equitable in the Retirement Benefits Group helping public school employees and their spouses. Although working at AXA Equitable was an important part of his career, he left to work with LA Wealth Management in 2019 before finding his home with Prosperitas Financial in 2023. With this change, Jeremy has become an independent advisor and has been able to overcome certain limitations regarding what he could offer clients. Abiding by his fiduciary obligation, Jeremy now feels that he can truly do what is in the best interest of each client.

On a more personal note, Jeremy is a huge outdoor and sport enthusiast, loves to travel, and loves his wife, daughter, and dog.