Greg Herbert, CFP®, BFA™

Director

Greg-Herbert
Hometown

Kalamazoo, MI

Colleges

Michigan State University and Western Michigan University

Certifications

CFP®, BFA™

Office Location

Atlanta (HQ)

Greg joined Homrich Berg in June 2015 after relocating from Southwest Michigan. Before joining HB, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.

Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.

Greg-Herbert

Greg joined Homrich Berg in June 2015 after relocating from Southwest Michigan. Before joining HB, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor’s degree in Psychology from Michigan State University and went on to earn a Master of Business Administration (MBA) degree with a Finance concentration from Western Michigan University. He is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and holds the Behavioral Financial Advisor (BFA™) designation. He is an active member of the Financial Planning Association of Georgia and has volunteered for the organization at numerous pro-bono financial planning events throughout Atlanta.

Greg enjoys golfing, traveling, and spending time with friends and family in his spare time.

Hometown

Kalamazoo, MI

Colleges

Michigan State University and Western Michigan University

Certifications

CFP®, BFA™

Office Location

Atlanta (HQ)

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