Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF

Lead Financial Advisor at Team Hewins

Speaker

With 19 years of experience and knowledge, Philip serves as the lead financial advisor at Team Hewins — a wealth management firm specializing in holistic financial planning and investing. With local offices in Boca Raton and Miami, Philip is committed to helping clients achieve their present and future financial goals with confidence.

As a Certified Financial Planner® professional, Certified Divorce Financial Analyst®, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee, Philip uses his professional knowledge to help clients implement tax-efficient investment, retirement, and estate planning strategies.

As a CFP® Board Ambassador, Philip has been cited as an authority in national media publications, including the Wall Street Journal, CNBC, AARP, Kiplinger, Morningstar, MarketWatch, Barron’s, and TheStreet.

Philip has also been a featured speaker for regional professional organization audiences, such as the Estate Planning Council, Florida Institute of Certified Public Accountants, Financial Planning Association, United Way, and Jewish Community Foundation.