Wealth Manager & Principal....

Michael Hoeflinger

Michael Hoeflinger Biography Photo
Certifications:

CFP®

Michael Hoeflinger

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.

 


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