Financial Planning, Investment Management | Liberty Wealth Strategies

A Leader In Multi-Generational Wealth Planning

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Financial Planning

At Liberty Wealth Strategies, we specialize in creating a long-term financial plan while maintaining short-term objectives. Once a plan is established, we deliver a high level of service to monitor our client’s progress by focusing on the specific objectives stated.

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Our Team

Steve Drizos AIF®

President

Danielle Diaz

Medicare Planner

Nancy Hall

Estate Advisory Services Associate

Deanna Rivera

Administrative Specialist

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Latest Blogs

The New Face of Fraud: How AI Is Changing the Scam Game

by Steve Drizos AIF® on May 30, 2025

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Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable...