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Chapter Members in the Media 2016-2017


FPA of Miami members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us and let us know if you have been in the news lately! A recent list of members in the media follow

Philip Herzberg (The Lubitz Financial Group) and Linda Lubitz Boone (The Lubitz Financial Group) -- October 2017, Journal of Financial Planning article – “Choosing a Continuing Care Facility”

Jonathan Cameron (CameronDowning) -- September 8, 2017, Financial-Planning.com -- "Should disaster victims tap 401(k)s for home repairs?" 

Philip Herzberg (The Lubitz Financial Group) -- September 7, 2017, Barrons -- "Florida Advisors Scramble as Irma Nears"


Philip Herzberg (The Lubitz Financial Group) -- September 6, 2017, InvestmentNews -- "Advisers in Florida brace for Hurricane Irma's wrath"

Miguel Horvath (Horvath Wealth Management) -- July 2, 2017, Miami Herald article -- “Opening a small business? 5 common errors to avoid"


Philip Herzberg (The Lubitz Financial Group) and Linda Lubitz Boone (The Lubitz Financial Group) -- June 2017, Journal of Financial Planning article -- “Considerations for Choosing a Trustee"

Jorge Padilla (The Lubitz Financial Group) -- May 9, 2017, Telemundo51.com -- “El Problema es la Renta" (The Problem is the Rent)

Glenn Downing (CameronDowning) -- April 25, 2017, U.S. News & World Report article -- "10 Questions Financial Planners Wish You'd Ask" 

Philip Herzberg (The Lubitz Financial Group) and Jorge Padilla (The Lubitz Financial Group) -- February 2017, Journal of Financial Planning article -- “Incorporating Long-Term Care and Estate Planning into Ultimate Life Insurance Trusts"

Philip Herzberg (The Lubitz Financial Group) -- December 2016, Journal of Financial Planning article -- “Planning for Your Clients’ Care with Advance Directives”

Linda Lubitz Boone (The Lubitz Financial Group) -- October 1, 2016, USA Today article -- "Set-It and Forget-It Savings Tools to Quit Living Paycheck-to-Paycheck"


Glenn Downing (CameronDowning) -- August 23, 2016, Financial Planning article  -- "Should I…Hire an Intern?" 


Philip Herzberg (The Lubitz Financial Group) and Linda Lubitz Boone (The Lubitz Financial Group) -- August 2016, Journal of Financial Planning article -- “Enhancing Estate Planning with Investment Policy Statements”


Jorge Padilla (The Lubitz Financial Group) -- May 18, 2016, Bloomberg article -- "Give Your Graduate Cash - A Lifetime of It"


Philip Herzberg (The Lubitz Financial Group) and Ana Cela Harris (Cela Advisors) – April 2016, Journal of Financial Planning article -- "Preserving Lasting Legacies with DynastyTrusts"

Jorge Padilla (The Lubitz Financial Group) -- March 28, 2016, CNBC -- "Are you as good at saving as millenials?"


Glenn Downing (CameronDowning) -- March 16, 2016, Miami Herald article -- "Six Types of Insurance You Shouldn't Do Without"


Jorge Padilla (The Lubitz Financial Group) -- March 16, 2016, Miami Herald article -- "Buying a Home Isn't Always the Best Option"


Ellen Siegel (Ellen Siegel & Associates) and Daniel Elie (Garrett Planning Network) -- March 16, 2016, Miami Herald article -- "How to Find a Financial Advisor You Can Trust"


Linda Lubitz Boone (The Lubitz Financial Group) -- January 2016, Lifehealth.com article -- "A New Year's Resolution to Legacy Planning"

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Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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