An Accredited Portfolio Management Advisor or APMA designee is an expert in portfolio construction and management.
Accredited Portfolio Management Advisors (APMA) are trained in advanced portfolio analytics and risk management including:
- Portfolio Risk and Return Analysis
- and Retirement Cash Flow Strategies
- Equities, Debt, Fixed Income, and Mutual Fund Valuation and Analysis.
- Derivatives, Structured Products, and Real Estate Investments
As an Accredited Portfolio Management Advisor and Investment Advisor Representative, Leibel Sternbach is a financial professional who is held to a fiduciary standard of care.
A fiduciary is a financial professional who is required to put your interests first.
In addition to being an Accredited Portfolio Management Advisor, Leibel is an Enrolled Agent with the IRS, a National Social Security Association Advisor certificate holder, and a Chartered Financial Consultant, which is like a more educated CFP.
Additionally, Leibel has passed his Series 65 and is a Life & Annuity Licenses holder (inactive.)
Leibel has gone through the Ed Slott Elite IRA Advisor program, and Leibel's advice has been featured on Forbes, The Wall Street Journal, Reader's Digest, USA Today, InvestmentNews, MarketWatch, LegalZoom, CNN Business, FOX, CBS, NBC, and Yahoo! Finance websites.
Leibel is also the author of multiple Amazon best-selling books on financial planning and business.