Albert P. Herzog III, CFP®, MBA, ChFC®

Albert P. Herzog III, CFP®, MBA, ChFC®

Founder and Director | Senior Private Wealth Advisor

Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process both as an entrepreneur and innovative leader. Bert is the founder of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and EWM's 401K GPS.

He has been married for over thirty years to his wife Judy and blessed with three children and two grandkids. He plays an active role in his Michigan and Florida communities; volunteering and supporting many charities including The Brighton Rotary, LACASA, WorkSkills, The American Cancer Society, Gleaners Food Bank, and Thomas M. Herzog Educational Foundation CC Scholarship Fund.

Back | View All Teams