Team Hewins welcomes Philip Herzberg, CFP®, CTFA, AEP® as Lead Financial Advisor

by | Aug 25, 2021 | Team Hewins General

Miami, FL (August 25, 2021)  — Team Hewins, LLC, an independent, fee-only financial planning and investment advisory firm, is pleased to announce the hire of Philip Herzberg as Lead Financial Advisor. With more than 15 years of wealth management experience, Mr. Herzberg is a Certified Financial Planner® professional, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee. His specialities include estate and retirement planning and tax-efficient investment strategies.

“Philip is a significant hire for us, and he will be a wonderful complement to our growing team,” said Roger Hewins, CEO and Founder of Team Hewins. “His knowledge and experience guiding individuals and families through their different life chapters makes him a great asset to all of his clients.”

A regular Tax & Estate columnist for the Journal of Financial Planning, Mr. Herzberg 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 South Florida 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), Financial Planning Association (FPA), United Way and the Jewish Community Foundation’s Professional Advisory Council (PAC).

Mr. Herzberg served as the 2018-19 President of the Estate Planning Council of Greater Miami and is a Past President of the FPA of Florida and the FPA of Miami.  He also delights in giving back to his South Florida community. The recipient of the Joan & Douglas Gross Community Service Award for his stewardship as Young Leadership Division (YLD) Mitzvah Co-Chair at the Jewish Federation of Broward County, Mr. Herzberg volunteers his time and talents to philanthropic organizations that run the gamut from Jewish Federation to Junior Achievement.

About Team Hewins

Team Hewins is an independent, fee-only financial planning and investment advisory firm with $2.7 billion in assets under management and advisement. Led by CEO Roger Hewins and a team of eight other principals, Team Hewins offers clients proactive financial leadership, providing personalized financial planning and investment services. Team Hewins is focused on easing financial stress for busy clients and providing forward-looking ideas and financial advice that empowers clients to make well-considered decisions. The Firm has offices in Redwood City, CA, San Francisco, CA, Boca Raton, FL and Miami, FL. For additional information, please visit www.teamhewins.com.