Philip Herzberg, CFP®, CTFA, AEP®, MSF Client Advisor

 

 

 

 

Philip Herzberg delivers strategic financial planning advice to high net worth individuals and families. He is a Certified Financial Planner® professional, Certified Trust and Financial Advisor, and Accredited Estate Planner® designee with over eight years of professional experience. Prior to joining The Lubitz Financial Group, Philip was a Relationship Manager at United Capital and Client Services Manager at Ladenburg Thalmann. A Northwestern University graduate with a Bachelor of Science in Speech with departmental honors, he earned a Master of Science in Finance from Florida International University with a graduate certificate in Investments. Recognized as a devoted ambassador to his profession, Philip is the President of the Financial Planning Association (FPA®) of Florida, Past President of the FPA of Miami, and is a member of the Estate Planning Council of Greater Miami Board of Directors.

 

A Journal of Financial Planning Tax & Estate columnist, Mr. Herzberg has authored or contributed to over 40 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, 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 and FPA. Philip delights in altruistically giving back to his South Florida community. The recipient of the 2014 Joan & Douglas Gross Community Service Award, Philip proudly serves as Young Leadership Division Mitzvah Co-Chair of the Jewish Federation of Broward County. He is a faithful Miami Dolphins and Miami Heat fan.​