Senior Financial Planner
695 Town Center
Costa Mesa, CA 92626
Tel: (949) 878-9400
Mobile: (585) 261-0979
Fax: (866) 447-7090
Mike Hernberg, CFP®
Mike began working in the financial service and estate planning industry in 2007. Prior to joining Family Office Services he worked at Mercer Advisers as a Financial Adviser and as a director of planned giving with several organizations where he designed charitable gift estate plans for high-net-worth clients. Mike serves clients as a Certified Financial Planner®. He has a passion for helping clients identify and achieve their financial goals. He also finds great satisfaction in helping clients identify and meet their philanthropic objectives while saving taxes at the same time.
Mike graduated from Bucknell University with a degree in economics and earned an MBA from the University of Rochester in finance. He passed the CFP® examination in November of 2008 and received his CFP® designation in November of 2013. He received his CSPG™ designation as a Certified Specialist in Planned Giving in 2010.
Mike is the father of four great children and two wonderful grandchildren that he visits and Facetimes with regularly. On weekends he usually spends time outdoors biking, running and swimming to prepare for his next triathlon.
For information about how Mike can serve you, please feel free to call him at (949) 878-9400. He looks forward to working with you.