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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF
Lead Financial Advisor at Team Hewins


With 18 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, we are 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 expertise 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, USA Today, CNBC, AARP, Kiplinger, Journal of Financial Planning, Morningstar, MarketWatch, Barron’s, and TheStreet.

Philip has also been a featured speaker for regional and national professional organization audiences, such as the Estate Planning Council (EPC), Florida Institute of Certified Public Accountants, Financial Planning Association (FPA), United Way, and the Jewish Community Foundation. Philip served as 2018-19 President of EPC of Miami and is a Past President of FPA Florida and FPA Miami.

Agenda Sessions

  • Hedging Bets: Inflation, Insurance, and Taxes – Protocols for Protecting Investments