Certifications: CFP®
Michael Hoeflinger is a Wealth Manager & Principal with Evensky & Katz/Foldes Wealth Management providing investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management, and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. He is a member of the 401(k) committee. Michael is bilingual, English/Spanish, which allows him to provide his services to international clients as well. He has conducted various seminars on investments and financial planning. Michael has been quoted in publications including registered Investment Advisor, Financial Planning, and CFO magazines.
Michael started his career in wealth management in 1994 and joined Evensky & Katz/ Foldes Wealth Management in 2008. He graduated with a degree in Business Administration from Florida International University and has earned the Certified Financial Planner™ designation. He also completed the ASPA C-1, Administrative and Qualified Issues of Retirement Plans.
Michael resides in Miami Shores, Florida, with his wife and three children and enjoys spending time with family and friends while giving back to his community.
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…
In the realm of personal finance, one of the most powerful strategies for wealth accumulation is tax deferral. This savvy financial move empowers you to delay paying taxes on your investment gains or income until a later date, giving you the upper hand in bolstering returns and safeguarding your capital for the future. Let’s delve…
Does Your Retirement Plan Have a 3(38) Investment Manager? What is a 3(38) Investment Manager? A 3(38) Investment Manager is an investment fiduciary on a retirement plan as defined by ERISA (Employee Retirement Income Security Act of 1974) section 3(38). The 3(38) is responsible for selecting, managing, monitoring, implementing, and benchmarking the investment offerings of…
It’s that time of year again when millions of Americans file their tax returns before the deadline, hoping for a tax refund of some sort. But is that really the best strategy from a financial planning standpoint? The best tax planning is to have a tax balance of zero when it’s time to file, which…
At the heart of our firm’s mission to help people live well lies a deep commitment to serving both our clients and our community. Our Annual Charity Golf Classic Tournament exemplifies this commitment, bringing together our team, clients, and community members for a day of golf and philanthropy. The Evensky & Katz Charitable Fund at…
Date: Friday, November 10th 2023 Location: Doral Golf Club Miami Address: 4400 NW 87th Avenue, Miami FL 33178 Our Annual Charity Classic Golf Tournament once again united our team, clients, and community members for a day of golf and giving. The event embodied our firm’s commitment to serving our clients and community. Thank you to…
Date: Friday, October 21st, 2022 Location: Crandon Golf at Key Biscayne Address: 6700 Crandon Blvd. Key Biscayne, Florida 33149 On Friday, October 21st, 2022, our Annual Charity Golf Classic Tournament brought together our team, clients, and community members at the beautiful Crandon Golf at Key Biscayne. The event was a shining example of our commitment to…