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Carly Liebman

Senior Manager CFP®, J.D. Chicago Wealth Management
+1-312-602-3625
Specializes In: Estate Planning Wealth Management
Outside of work, I spend time with my husband, son, and dog. We enjoy cooking new recipes, going to the park, and taking our dog to the lake for a swim.”
Carly Liebman
Senior Manager, CFP®, J.D.

Experience

I advise clients on all aspects of estate planning, including legacy planning, wealth transfer, charitable giving, business success, and asset protection. My client base is comprised of high-net-worth individuals and closely held business owners.

Clients appreciate that I take time to first learn about them to make sure any plans are tailored to their goals and objectives. I enjoy the ability to work with individuals and develop relationships with a variety of clients. 

I have more than 10 years’ experience. I belong to the Chicago Estate Planning Council. I earned my B.A. from the University of Maryland and J.D. from the Chicago-Kent College of Law.

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