Philip Herzberg, CFP<sup>&reg;</sup> - Financial Advisor

Philip Herzberg, CFP®

CDFA,CTFA, AEP

Lead Financial Advisor

Team Hewins

4400 Biscayne Blvd, Suite 514
Miami, FL 33137
+ 1 More Location

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431
FINANCIAL ADVISOR'S WEBSITE
(786) 471-1220
+1 More Number
(305) 987-4809
CONNECT WITH Philip
  • linkedin link

General

Philip Herzberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Team Hewins in Miami, FL and the surrounding communities.

Financial Advisor Experience

Philip Herzberg loves making a positive impact on the lives of individuals, families, business owners, executives, and those undergoing life transitions: As a Certified Financial Planner® professional, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee, Phil uses his expertise to help clients implement tax-efficient investment, retirement, and estate planning strategies. Phil has over 15 years of experience in advisory services and wealth management. A regular Journal of Financial Planning columnist, Phil has authored or contributed to over 55 peer-reviewed estate, tax, and financial planning articles. He has been cited as an authority in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Morningstar, Marketwatch, Barron’s, Miami Herald, and South Florida Sun-Sentinel. He is also a featured speaker for local and national professional organization audiences, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), Financial Planning Association (FPA), United Way and the Jewish Community Foundation’s Professional Advisory Council (PAC). Phil graduated from Northwestern University with a Bachelor of Science in Speech with departmental honors and earned a Master of Science in Finance from Florida International University with a graduate certificate in Investments. He served as the 2018-19 President of the Estate Planning Council of Greater Miami and is a Past President of the FPA of Florida and the FPA of Miami. He also delights in giving back to his South Florida community. The recipient of the Joan & Douglas Gross Community Service Award for his stewardship as Young Leadership Division (YLD) Mitzvah Co-Chair at the Jewish Federation of Broward County, Phil volunteers his time and talents to philanthropic organizations that run the gamut from Jewish Federation to Junior Achievement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ACCREDITED ESTATE PLANNER®, Certified Divorce Financial Analyst®, Certified Trust Fiduciary Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Minority Financing, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Women's Finances

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