Michael Hoeflinger is a financial planner with Evensky & Katz / Foldes Financial 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 the liaison for the Charles Schwab and TD Ameritrade referral programs. Mr. Hoeflinger 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.
Mr. Hoeflinger started his career in wealth management in 1994 and joined Evensky & Katz / Foldes Financial Wealth Management in 2008. Michael 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. He is currently on the development board for the St. Rose of Lima School in Miami Shores.