About the Author

Leibel is a fiduciary financial advisor who holds multiple professional designations and licenses, including being an Enrolled Agent with the IRS, an Accredited Portfolio Management Advisor, National Social Security Certificate Holder, and Chartered Financial Consultant.

Since 2007, Leibel has worked and trained financial advisors around the country. Leibel current is the CTO for a national financial services firm that supports hundreds of advisors. Leibel is a member of the Forbes Technology Council, and his advice has been featured on InvestmentNews, MarketWatch, LegalZoom, CNN Business, FOX, CBS, NBC, Reader's Digest, USA Today, ThinkAdvisor, and Yahoo! Finance websites.