David Hollander, Esq.
President & CEO
Senior Financial Advisor
3923 Grand Avenue
Oakland, CA 94610
(510) 658-1880
E-mail David
For over twelve years Mr. Hollander has addressed thousands of persons on the subjects of increasing income, lowering taxation, preserving principal and maximizing assets. An elder law attorney and highly qualified financial advisor, Mr. Hollander is considered one of the leading experts in advising Californians on ways to protect their assets. Mr. Hollander is President and CEO of the Liberty Group, LLC, a registered broker/dealer and investment adviser and member FINRA/SIPC/MSRB. Mr. Hollander uses his comprehensive knowledge to help retirees avoid common and sometimes irreversible financial mistakes.
Mr. Hollander obtained his bachelor's degree from the University of California, Berkeley. He obtained his Juris Doctorate from the University of San Diego, School of Law in 1993. While practicing as an attorney, Mr. Hollander worked for Smith Barney and then Merrill Lynch as a financial advisor. It was during this time that he created the idea of Liberty Group. Since that time Mr. Hollander has been involved in multiple pieces of legislation that affect retirees. He was the author of Assembly Bill 412 (Chan), a bill relating to insurance consumer protection. Mr. Hollander has been a featured speaker and panelist for the California Partnership for Long Term Care. Mr. Hollander was a member of the Eight Hour Annuity subcommittee for the Curriculum Board for the CA Department of Insurance. Mr. Hollander was the lead attorney in CASEP vs. CA Dept of Health Services, an action started to stop the State from recovering against retirement accounts pursuant to emergency regulation R-22-02E.
Mr. Hollander is an active member of the State Bar of California. He is the founder, past President, and board member of the California Association of Senior Estate Planners, www.casep.org. CASEP is a non-profit trade association created to educate those who advise retirees about compliance issues. He is a member and bill reader for the National Association of Insurance and Financial Advisors, California. Mr. Hollander is also a member of the National Academy of Elder Law Attorneys, www.naela.com.
