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Philip Herzberg

Philip Herzberg, CFP®, CDFA®, CTFA, AEP® is a Lead Financial Advisor at Team Hewins, a wealth management firm with offices in South Florida and the San Francisco Bay Area. 

Articles From This Author

Consider these four proactive planning moves from our expert that may help you lower your 2022 tax bill.
Your Money

Four Year-End Tax Planning Strategies

By Philip Herzberg