Philip Herzberg, CFP®, CDFA®, CTFA, AEP® | Source | Lead Financial Advisor at Team Hewins

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, 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.”