David HollanderFounder & CEO

David is on a mission to help reduce his clients' financial fears by endeavoring to address their most significant financial challenges and future goals.

While practicing as an attorney, David also worked for Smith Barney and then Merrill Lynch as a Financial Advisor.  During this time, he envisioned creating a practice where finance, law, and tax were all available under one roof.  As his practice developed and technology improved, his vision expanded to include the desire to offer clients the latest technology as well.  Liberty Group completes this vision.  Liberty Group is a one-stop shop that provides clients with comprehensive and individually tailored multi-services - finance, legal, and tax planning guidance, in one convenient location.

David obtained his bachelor's degree in arts from the University of California, Berkeley in 1990 and his Juris Doctorate from the University of San Diego School of Law in 1993.  He is an active member of the State Bar of California, securities licensed as a Registered Investment Advisor Representative, and maintains California Accident and Health, Life-Only, and Variable Contracts insurance licenses (CA Ins. License # 0B48569).

David has been involved in the legislative process throughout his career, working to improve the financial services business. He was a member of the Eight Hour Annuity subcommittee for the Curriculum Board under the California Department of Insurance and, in 2004,  the lead attorney in CASEP vs. CA Dept. of Health Services—an action started to prevent the state from recovering against retirement accounts pursuant to emergency regulation R-22-02E. In addition, he is the founder and past President of a non-profit trade association created to educate those advising retirees about compliance issues, a member of the National Academy of Elder Law Attorneys, and has been a featured speaker and panelist for the California Partnership for Long-Term Care.  He was also on the legislative committee for the National Association of Insurance and Financial Advisors.

David's past accolades include being named one of the top five "Advisors of the Year" ^* in 2008 by Senior Market Advisor magazine—an award recognizing the nation's top successful, trustworthy, committed, ethical, and community-focused advisors serving the senior market, as measured by meeting the magazine's specific experience, sales volume, background checks, and community involvement criteria. He has also been featured on KNBR, KSFO, KLAA, KRON 4, ABC 7, and KABC radio, and Forbes magazine throughout the years. In 2022, David was inducted into the Advisors Excel Hall of Fame during the organization's World Series of Success Awards Night, a spot earned among those Advisers Excel considers industry leaders by meeting a certain production threshold in partnership with Advisors Excel Financial Services (the broker-dealer with whom some Liberty Group affiliates work to provide insurance services).  To date, Liberty Group is one of only 135 firms in the nation to qualify for the honor.  In 2019, 2020, 2021, and 2022, Liberty Group was also nominated and awarded Silver status for Best Financial Services in the East Bay by Bay Area Parent magazine.  In 2019, Bay Area Parent held nominations for their readers to submit their contenders.  Since then, businesses have been placed on ballots through a combination of factors, including top-tier votes in their category and previous year's medals and reader write-in voting.  The winners are tallied by the vote of residents/readers, with three winners chosen for each category (a list of all categories and winners can be viewed here). In 2024, David was featured in the Forbes article “Stock Market Meltdown To Be Short-Lived. What To Expect Next.” Read it here. He was also featured in the CBS News article “4 important gold investing moves experts say to make this fall.” Read it here. 

David is the host of the "Protect Your Assets" radio show, which airs on KNBR AM 680, KSFO AM 560, KNEWS 94.3, The Spread 810, and KABC AM 790 on Tuesdays, Saturdays, and Sundays. He is also the author of two books, Protect Your Assets: Are You Ready for Retirement? and The Entrepreneur's Exit Strategy.

888.588.5818
Fax: 510.658.1886
www.LibertyGroupLLC.com

*The "Advisor of the Year" was an annual award given by Senior Market Advisor magazine. Senior Market Advisor magazine existed from 2000­–2013, at which time it transitioned to Retirement Advisor magazine. In 2016, Retirement Advisor ceased publication and evolved into a quarterly print supplement to be delivered with National Underwriter Life & Health. Nominees had to meet certain criteria relative to experience, sales volume, a background check, and community involvement. The winner was chosen by editors of Senior Market Advisor who were not clients of David Hollander. The award was not representative of any one client's experience and was not indicative of future performance.