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This guide was written by Leibel Sternbach, the Amazon best-selling author of Living with Financial Anxiety. Leibel is a National Social Security Advisor certificate holder, an Accredited Portfolio Management Advisor from the College of Financial Planning and an Enrolled Agent with the IRS.
Leibel's advice has been featured on Forbes, InvestmentNews, Reader's Digest, Investor Business Daily, MarketWatch, LegalZoom, CNN Business, FOX, CBS, NBC, USA Today, and Yahoo! Finance websites.
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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.