As an investor, what should you look for when choosing an advisor? Watch Jeffrey Lieberman, CIMA^®, CPWA^®, CFP^®, to learn what investors should look for when choosing an advisor to meet their needs.



Find a CIMA professional  
Find a CPWA professional
Find a RMA professional

Additional information surrounding public disciplinary actions reported on any individual(s) listed on this page may be requested in writing by clicking here. To verify an individual’s current certification status or check a currently certified individual’s  public history of discipline by the Institute, search our CIMA/CIMC, CPWA, or RMA directories.