Philip Herzberg (AEP, CFP®, CTFA)

Philip Herzberg focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Philip Herzberg loves making a positive impact on the lives of individuals, families, business owners, executives, and those undergoing life transitions: “I cherish the opportunity to cultivate strong, long-lasting relationships with clients while counseling them through all of their different life chapters.”

As a Certified Financial Planner® professional, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee with over 15 years of experience in advisory services and wealth management, Phil uses his expertise to help clients implement tax-efficient investment, retirement, and estate planning strategies. He considers it “an honor and a privilege to attend to the unique needs of each family and to coordinate their affairs closely with other professionals.”

Phil served as a recent President of the Estate Planning Council of Greater Miami and is a Past President of the Financial Planning Association (FPA®) of Florida and the FPA of Miami. He 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.

Additional Information

At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the "big picture" elements of your financial life, while getting to know you and your goals along the way.

From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high - we'll help you get there.

NAPFA Start Date

September 13, 2021


This Office

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (833) 439-4678

Other Offices

4400 Biscayne Blvd Suite 514 Miami, FL 33137 Phone: (833) 439-4678