Liberty Group

Financial ServicesCalifornia, United States51-200 Employees

Liberty Group is an independent financial services firm based in Oakland, California, founded in 1999 by David Hollander. It provides investment and insurance planning designed to help clients achieve their personal financial goals through customized solutions. 

The founder's background as an elder law attorney and financial adviser informs the firm's approach, with involvement in California retirement policy as lead attorney in CASEP v CA Dept of Health Services and author of Assembly Bill 412, and regular speaking engagements on long-term care. Liberty Group operates as a Registered Investment Adviser, reflecting its regulatory status and fiduciary responsibilities in guidance. As a mid-sized practice, it serves a regional clientele with tailored financial planning across its service areas.

Sign up for free to view info

Email Format Employee directory