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CFP Board Ambassadors

Philip Herzberg, CFP®

Miami, FL

Philip Herzberg is Lead Financial Advisor at wealth management firm Team Hewins. As a CFP® 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 regular columnist for Journal of Financial Planning, Philip has authored or contributed to over 70 peer-reviewed articles on estate, tax and financial planning. He is cited in media publications such as The Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Financial Planning, Morningstar, MarketWatch, Barron’s, InvestmentNews, TheStreet, Miami Herald and South Florida Sun-Sentinel.

Philip is a sought-after speaker for local and national professional organizations, including the Estate Planning Council, Florida Institute of Certified Public Accountants, Financial Planning Association (FPA), United Way and the Jewish Community Foundation’s Professional Advisory Council. He 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 currently serves on the Advisory Board for the National Financial Educators Council. Philip holds a B.S. in Speech from Northwestern University and an M.S. in Finance from Florida International University.