Dave Liebrock is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In this role, he is active as an expert advisor and industry advocate, supporting distribution efforts for Retirement Loan Eraser, Custodia Financial’s groundbreaking loan protection program.
For 30 years, Dave led a successful career as one of the industry’s leading retirement plan executives, with prominent positions at Fidelity Investments—including President of Workplace Investing—and most recently with CAPTRUST as a member of their Advisory Board.
Dave has advised 401(k), 403(b), and defined benefit plans, and has acted as a fiduciary advisor with respect to plan investments, recordkeeping, participant advice, and overall cost of the plan.
Dave holds a BS in Finance and Economics from Susquehanna University. He lives in the Boston area with his family.