David Farber, CFP®
David Farber is a Private Advisor and Managing Director at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to joining Rockefeller, David was a Wealth Manager at First Republic between 2017 and 2023. Prior to entering the wealth management industry in 2005, David spent 20 years building, managing and selling entrepreneurial businesses. He began his career as a CPA with KPMG. David and his partners have built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client associates. David provides clients with comprehensive financial planning, including investment management, tax minimization strategies, retirement analysis, trust and estate planning, and other wealth management services. His clients are wealthy families, corporate executives, professionals, business owners and their businesses.
Active in his community, David has served on the Board of Trustees of Philip’s Education Partners and New Jersey SEEDS, where he remains a Trustee Emeritus.
David is a CERTIFIED FINANCIAL PLANNER™ professional.
David received his bachelor’s degree in Economics from Rutgers College. David has 18 years of Wealth Management Experience.
*Industry Accolades:
Top Advisor Rankings by State
Forbes, 2022
America’s Top Wealth Management Team High Net Worth
Forbes, 2022
Best-in-State Wealth Management Teams
Forbes, 2023
The Forbes Top Advisor Rankings by State discussed above were designated in 2022 and last for a period of one year until new rankings are released.
The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.
The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.