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Robert J. Lieblein, CPA
President & CEO
100 Pine Street, Suite 100, Harrisburg, PA 17101
Direct: 717.780.7801 Fax: 717.780.7810
rlieblein@wfgca.com
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Robert J. Lieblein is the founder and president of WFG Capital Advisors. Mr. Lieblein brings more than 20 years of experience in providing financial advisory services to the insurance and financial services industry.
Mr. Lieblein has been involved in more than 100 investment banking transactions, and is known for expertise in insurance-related merger-and-acquisition services, including acquisition analysis, acquisition strategy, transaction valuation and structuring, due diligence, negotiations, and post-acquisition consulting. He has published numerous articles in industry publications, and is often quoted by trade media looking to obtain insight and analysis of industry trends and developments. He frequently provides addresses to industry trade groups and associations.
Mr. Lieblein is a Certified Public Accountant. He spent 13 years with the international accounting and professional service firm KPMG. At KPMG, he worked with many leading insurance and financial services firms, assisting them with implementation of growth strategies such as mergers and acquisitions. In addition, Mr. Lieblein is the co-founder of Wharton Capital Partners, a private equity firm involved in starting and acquiring companies since 1997.
Mr. Lieblein earned degrees in accounting, mathematics and computer science from Shippensburg University, Pennsylvania. Active as a leader in civic organizations as well as in business, he was named to central Pennsylvania's "Forty Under 40" leadership group in 1998.
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