How We're Different : Adam Herzing, CFP® | Lake Forest, CA

How We're Different



We’re passionate about having a highly-collaborative financial planning process centered on client education. We know that financial decisions can sometimes be complex and overwhelming, but you can rest assured that we’ll empower you with the information you need to make well-informed decisions and have and peace of mind that you’re on the right track to meet your goals. We’ll never talk over your head or implement things you don’t understand, and we’ll take whatever time is necessary to give you financial clarity and confidence at every stage of life.



When it comes to financial planning, we believe that technology shouldn’t be used as a replacement for human involvement, but rather as an enhancement to it. That’s why we provide each of our clients with their own personal financial website that allows them to monitor their financial well-being 24 hours a day, 7 days a week. Our cutting-edge platform pulls together all of your financial information into one interface where you can view transactions, monitor spending, review investments, track progress towards goals, store important financial documents, and so much more.



Adam Herzing obtained a CFP® certification, one of the top generalist marks financial planners can earn. The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification process, administered by CFP® Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.