Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

By combining our knowledge with the latest tools and strategies available, our team helps take the uncertainty out of our clients’ financial futures and helps inspire them to live the lives of their dreams. We work together as an efficient, well-oiled machine that uses our best talents to inspire and help others build and achieve their goals.


David Hollander Chairman & Founder

David is on a mission to reduce his clients’ financial fears by addressing their biggest challenges and future goals.

While practicing as an attorney, David worked for Smith Barney and then Merrill Lynch as a financial adviser. It was while working for these firms he had the vision to create a practice where Finance, Law and Tax were all available under one roof. Additionally, as the practice developed and technology improved, his desire was to be able to offer the latest technology to his clients. Liberty Group completes this vision. Liberty Group is a one-stop shop that provides clients who desire the full experience of finance, legal and tax planning services.

Throughout his career, David has been involved in the legislative process to try and improve the financial services business. He worked on multiple pieces of legislation that affected retirees, including Assembly Bill 412 (Chan), which was a bill that sought to address insurance consumer protection. He was a member of the Eight Hour Annuity subcommittee for the Curriculum Board under the California Department of Insurance and 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.

David is the founder and past president of a nonprofit trade association created to educate those who advise retirees about compliance issues. David is also 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 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 and remains an active member of the State Bar of California. An Investment Adviser Representative, he has passed the Series 7, 24, 53, 63 and 65 exams, and holds insurance licenses in several states, including California (#0B48569).

David was named one of the top five “Advisors of the Year” in 2008 by Senior Market Advisor magazine. He has been featured on KNBR, KSFO, KRON 4 and ABC 7, as well as in Forbes magazine.

David is the host of the “Protect Your Assets” radio show, which airs on KNBR AM 680 and KSFO AM 560 each Saturday. He is also the author of the ebook “Protect Your Assets: Are You Ready for Retirement?”, available for purchase at

Fax: 510.658.1886

Investment advisory services offered through Liberty Wealth Management LLC, a registered
investment advisor. Securities offered through Liberty Group, LLC. Member FINRA, SIPC.

“Advisor of the Year” is an annual award given by Senior Market Advisor magazine. Nominees must meet certain criteria relative to experience, sales volume, background check and community involvement. The winner is chosen by editors of Senior Market Advisor who are not clients of David Hollander. The award is not representative of any one client’s experience and is not indicative of future performance.
Investment advisory services offered through Liberty Wealth Management (LWM), a registered investment adviser with the SEC.


Drew Taylor CEO


Matthew del Junco Senior Wealth Advisor, VP Sales


Adam McNultySenior Wealth Advisor, CFP


Stan Godsky Wealth Advisor


Nicholas del Junco Wealth Advisor


Steven Christensen Wealth Advisor


Sheila HollanderAttorney


Tony Kai Operations Manager


Felicia Garcia Marketing Coordinator 


Cindy Wilson Accounting


Kevin Renfer"Protect Your Assets" Network Manager


Jordan Johal Business Development


Phil Rontell Marketing Associate


Claire HollanderMarketing Associate


Alexis Knight Financial Planner


Roxanne Verduzco Client Relationship Manager


Colleen Richardson Client Relationship Manager

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Brooke SantiagoExecutive Assistant to David Hollander


Lauren Stevenson Office Manager, Receptionist, Property Manager

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at 888.588.5818