Cfp® Karl Hertig

Karl Hertig, CFP®, is a Financial Advisor at Hertig Wealth Management of Raymond James, offering financial services tailored to a diverse clientele.

With a strong emphasis on client relationships, Karl caters to individuals at various life stages from young professionals to retirees, addressing their unique financial needs, goals, and concerns.

His expertise spans across Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, College Planning, Business Planning, Wealth Management, and Investment Strategies, holding certifications including Series 7, Series 66, and Series 31.

Karl Hertig is well-versed in providing 401(k)/IRA education, and holds a CA Insurance License #0G92466.

He pursued a Bachelor of Accountancy with a focus on Accounting and Finance at the University of San Diego, laying a strong foundation for his career in financial services.

Prior to his current role, Karl held positions as a Financial Advisor at Morgan Stanley and as a Jr. Assistant at UBS Wealth Management, accumulating valuable experience in the financial industry.

Karl Hertig's dedication to personalized financial planning ensures that his clients have a clear path towards their financial goals, whether it's securing a comfortable retirement, building wealth, or managing risk for their families' futures.