(412) 556-7001

philip.herbster@kfg1.com

Philip Herbster is a dedicated Client Service Associate at The Kelley Financial Group, where his passion for helping clients pursue financial freedom is evident in every interaction. With a deep commitment to the financial services industry, Philip diligently manages client accounts and assists with service needs, ensuring a seamless and supportive experience for each individual.

Passion for Serving Our Clients

Philip plays an essential role in supporting clients through:

• Account Management: Assisting with day-to-day account service needs.

• Financial Goal Achievement: Helping clients take the necessary steps to work towards their financial objectives.

• Seamless Account Support: Providing effective strategies for account transitions and management.

Qualifications

• Series 65 held through Stratos Wealth Partners

• Pennsylvania Life Insurance License

• Bachelor’s degree in finance from Grove City College

Personal Life

A lifelong Pittsburgh resident, Philip is a passionate Pittsburgh sports fan who loves golfing, spending time outdoors, and cherishing moments with his family, especially his five younger siblings. He also volunteers locally, giving back to his community with the same dedication he brings to his work. Philip’s balanced approach to his life and career enables him to offer clients a personalized touch, ensuring they receive thoughtful and considerate service to help them pursue their financial goals.