228 Canal Boulevard
Ponte Vedra Beach,
At Liberty Advisory Group our mission is to help preserve and protect our clients’ assets to help them feel more confident in their retirement future. Our goal is to help our clients avoid unnecessary taxes and build assets for their retirement future.
Liberty Advisory Group will work with you to customize a strategy to help meet your long-term goals and needs. We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you, our client. We get to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goal.
FOUNDER AND CEO
An active financial consultant as well as founder of Liberty Advisory Group, Peter Laliberte has spent his entire career--more than 25 years--in financial services. Peter has served in the public and private sector as a chief financial officer in the past, including the American Red Cross where is still an active volunteer, but he has been a self-employed entrepreneur since 1996. Peter draws on all of his professional as well as personal experiences to help his company’s clients.
“I have spent the last eight years of my life focusing solely on income planning for retirees and pre-retirees. The world changed after 9/11, and again after the recession of 2008. I focus on financial security and safety for my clients, because none of us can afford to lose any money ever again,” says Peter. “I watched what happened to my parents who didn’t have a plan in place, and that’s why I am in this business—to make sure it never happens to anyone else.”
Laliberte holds a master’s degree in business and education from Cambridge College, but in his opinion, he never stops learning. “We are always trying to get better at what we do. For instance, I am part of a mentoring group, acting as both mentor and mentee, where we meet often, sharing ideas and concepts with the goal of continually learning to be better at what we do.” He is also a licensed insurance agent giving him the ability to use retirement tools, such as the Bucket Plan®, holistic planning and a host of other tools that are specifically designed for your retirement needs.
Most importantly to him, Peter has been married to the love of his life Tonie since 1995. Peter and Tonie, who is also a financial consultant, have three children: Spencer, Kurtis, and Blake. The family has lived in Ponte Vedra Beach for 20 years and they are all active members of Christ Episcopal Church. They enjoy many beach activities and deep sea fishing together. Peter says, “Our shared mission is to make a positive difference in the lives of everyone we meet. We operate under the 5 “F’s” rule: Family, Faith, Finance, Fitness, and Fun. If you have your 5 “F’s” in order you’ve got it made!”
Tonie Laliberte is Vice-President of Business Development and Client Relations. She holds a Bachelor’s degree in business administration from Lesley University, Cambridge MA. Being fully licensed, Tonie is dedicated to assisting clients with their retirement needs by developing solutions that will provide life long income and lowering taxes at the same time. Tonie has over 25 years business management experience and considers providing an unprecedented customer service experience her specialty.
Sherlene joined the team in 2017 offering tax preparation services for our clients. She received her Bachelor’s Degree, majoring in Accounting from Florida Atlantic University (FAU) in 1998.
“The Medicare Guy”
Bill has been in the insurance business for over 52 years. He specializes in Medicare Planning, and is continuously learning new products and new ways to help his clients succeed in planning their financial future. When Bill is not meeting with clients or running the company, he can be found playing golf, spending time with his family and friends, or attending various Jacksonville events.
Portfolio Manager & Sr. Market Analyst, Foundations Investment Advisors
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private global markets. Darren has created growth-oriented equity portfolios, fundamental tactical asset allocation models, passive asset allocation models, and developed quantitative strategy solutions for clients. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.
Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.
Outside of work, Darren enjoys spending time with his two sons, Cole and Declan. He is an avid Thoroughbred racing fan. His other interests include art, golf, travel, and cooking.
Chief Investment Officer, Foundations Investment Advisors
Chief Investment Officer David Young has provided investment strategy, portfolio management, and asset allocation for many of the largest and most sophisticated institutional and private investors across the globe. During his 26 years of investment experience, he served as the executive vice president of Pacific Investment Management Company (PIMCO) for fourteen years, retiring in 2008 to pursue teaching opportunities at the Paul Merage School of Business in Irvine, California. As a professor, he currently teaches finance and investment courses there and at the Financial Times Knowledge Programs in the UK, along with CFA exam preparation courses sponsored by CFA societies in California and abroad. From 1999 to 2006, David also served as head of the PIMCO account management group in London, where he built a team of investment professionals managing approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa.
David holds the chartered financial analyst (CFA) designation from the CFA Institute, considered by many to be the most difficult test on Wall Street. He also earned an MBA with a concentration in finance from the Paul Merage School of Business, with degrees in economics and political science from the University of California, Irvine. He sits on several non-profit investment committees and boards, including the county-organized health system, CalOptima, serving residents of Orange County, California.
Head of Portfolio Management, Foundations Investment Advisors
Peter Van de Zilver is a chartered financial analyst (CFA) certified by the CFA Institute and serves as head of portfolio management at Foundations Investment Advisors. With over 20 years of investment management experience, he served 18 years at Pacific Investment Management Company (PIMCO) from 1992 to 2010, where he started as a financial engineer and retired from a senior position in portfolio analytics to pursue the development of quantitative trading algorithms. At PIMCO he was responsible for the architecture, development, and implementation of many of their analytics and risk management systems.
In addition to achieving the highest distinction in the investment management profession, Peter holds degrees in physics, mathematics, and economics from the Universities of Utrecht and Amsterdam, as well as an MA degree in economics from the University of Southern California, Los Angeles.
Associate Business Development
Spencer has been involved with Liberty Advisory Group since 2017 focusing on Business Development and Client Relationship Management. He is a graduate from Ponte Vedra High School and is now attending college with a focus in business and management. He has also been a member of the Jr. Peace Corp through Global Leadership Adventures where he spent time in Peru volunteering in small villages helping to build self-sustaining gardens and spending time with the Peruvian children and learning more about their overall culture. During his adventure, he visited Machu Picchu, an Incan citadel set high in the Andes Mountains in Peru, above the Urubamba River valley.
Spencer enjoys fishing, surfing, snowboarding and joining his family on vacations.
Director of First Impressions
Theo joined Liberty Advisory Group in 2017. He is a favorite with our clients and greets everyone at the door with positive energy.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.