Philip Herzberg (AEP, CFP®, CTFA, Other)

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

  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • 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 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.

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, Retirement Daily, Morningstar, Marketwatch, Barron’s, InvestmentNews, Financial Advisor Magazine, Miami Herald, and 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), FPA, United Way and the Jewish Community Foundation’s Professional Advisory Council.

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