Specialty:
Maurice specializes in creative financial strategies and asset optimization which includes retirement plan services and asset enhancement.
Licenses:
Maurice holds securities registrations series 7, 63, & 65. He is also licensed for Health, Disability and Life Insurance with authorization for variable contracts, CA., Insurance License #0A98059.
Associations:
Maurice is a life member of Million Dollar Round Table (MDRT)*. He also has been a consistent qualifier for the International Quality Award (IQA).**
Why at LCM:
Maurice would like to align his clients with independent products and vendors who provide specialized services which can be "Tailor Made" to his clients’ needs. Liberty Capital Management Inc. is able to provide him with the necessary platforms, thereby enabling him to pass on economies of scale to his clients. He is a proud owner of the building he occupies with his five LCM partners. He is a principal of Liberty Capital Management Inc. His association with LCM helps him strive to provide an environment of "Cutting Edge" technology for his clients. His personal goal, together with his team, is to provide superior service to his clientele.
Personal Description:
Maurice was born in Johannesburg South Africa and has worked in the Financial Services since 1974. He has a comprehensive approach to business and holds to the Mantra "Care and you will get your share". After his compulsory military service, he developed an astute interest in computing and established an independent financial enterprise housed in his own property, he set about computerizing his organization. In 1988 Maurice had an offer to join one of his associates in Dallas, Texas where he was able to familiarize himself with the American Financial Services Industry. As a result, he cultivated a diversified client base always trying to do the ordinary things extraordinarily well.
Over the years he has developed relationships with many special people. Maurice had extended family living in California and thought that by being near them, his children would be able to interact with their extended family which includes uncles, aunts, cousins and grandparents. So, in 1991 he implemented his goal and relocated to Irvine, California. The new location put him in close proximity to the ocean for which he has a love. Maurice wanting to realize his business vision, became an integral part of the establishment of Liberty Capital Management Inc. This has allowed him to provide the services his clients enjoy today.
Family:
Maurice has three children Galya, Hirschy, and Danya. Galya is a Civil Engineer. Hirschy is in the Financial Services industry concentrating on Retirement Plans and is a part of our business continuation plan that is already established. Danya is pursuing a career in Higher Education with an emphasis in Student Affairs.
Personal Interests:
Maurice enjoys sports which include rugby, cricket, tennis, squash, racket ball, bike riding, swimming, athletics, and soccer. He also enjoys liturgical music and Thinking.
States in which registrations are held:
Maurice holds security registrations in Arizona, California, Colorado, Florida, Georgia, Kentucky, Maine, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, Nevada, New York, Ohio, Oregon, Texas, Utah, Virginia, and Washington.
*Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.
**Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.