Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, MSF

Miami-Fort Lauderdale Area Contact Info
3K followers 500+ connections

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Experience & Education

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Licenses & Certifications

Volunteer Experience

Publications

Projects

  • Panelist - Hedging Bets: Inflation, Insurance, and Taxes – Protocols for Protecting Investments

    - Present

    Wealth Management EDGE 2024 Conference

  • Panelist - Estate Planning for Young Lawyers: How to Balance your Personal Finances

    - Present

    Florida Law Con 2024 - Miami-Dade Bar Association CLE Presentation

  • Panelist - Nuts and Bolts of Family Law in Florida

    - Present

    Educational Program Highlighting Legal, Mental Health, and Financial Insights of Divorce in Florida

  • Panel Moderator - SECURE Act for Clients' Planning

    -

    Financial Planning Association of Miami Webinar

    See project

  • Panelist - Tax and Retirement Planning Roundtable: The SECURE Act and the New Age of IRAs, 401(k)s, and Retirement Plans

    -

    8th Annual Estate Planning Symposium, University of Miami Watsco Center

  • Panelist - The Changing Landscape of Charitable Giving: How the New Tax Law Will Affect Your Clients and the Non-Profit Organizations They Support

    -

    United Way of Miami-Dade Professional Advisors Seminar

    See project

  • Panelist - The New Age of Retirement Plans: How to Build and Administer Retirement Plans that work for the Employer, Employees and Advisor

    -

    Financial Planning Association of Miami Practice Management Series

  • Presenter - ABLE Account Planning Insights for Special Needs Individuals and their Families

    -

    Estate Planning Council of Greater Miami & Coral Gables / South Dade

  • Presenter - New Considerations for High Net Worth Clients’ Tax Planning

    -

    Advisors Philanthropy Initiative (API) Lunch & Learn - Jewish Community Foundation

  • Presenter - Planning Strategies After the Health Care Surtax

    -

    Estate Planning Council of Greater Miami

  • Presenter - Proactive IRA Planning Strategies after Tax Reform

    -

    Estate Planning Council of Greater Miami & Financial Planning Association of Miami Joint Dinner Event

    See project

  • Presenter - Proactive Mitigation of High Net Worth Clients' Tax Liability in 2016

    -

    Professional Advisory Committee (PAC) Lunch & Learn - Jewish Community Foundation

  • Presenter - Proactive Strategies for Mitigating the Medicare Surtax

    -

    2014 Financial Planning Association National Retreat Conference & Virtual Learning Webinar

  • Presenter - Proactive Strategies for Mitigating Top Income Taxes

    -

    Financial Planning Association of Florida Annual Meeting & Financial Planning Association of Miami Dinner Event

Honors & Awards

  • Joan & Douglas Gross Community Service Award

    Jewish Federation of Broward County

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