Bill Herf, CFP®
Bill Herf, CFP® is a senior vice president in Ziegler Wealth Management’s Scottsdale, Arizona office. Bill joined Ziegler in 2002 as a financial advisor. He has been regularly recognized as a member of the Elite Advisor Team, an honor that recognizes top financial advisors within Ziegler Wealth Management.
Bill provides solutions to guide clients through every financial stage of life. Utilizing a Wealth Planning Standard of Care process, Bill develops a personalized strategy for each client based on a comprehensive understanding of their unique hopes, dreams, fears and wishes.
In addition to advising families, Bill brings his experience to charitable foundations, corporations and community associations seeking professional guidance for their investment strategy.
A Certified Financial PlannerTM practitioner, Bill earned a bachelor’s degree in economics and business with honors from Regis University in Denver, Colorado. An Arizona native, Bill and his wife, Stephanie, live in Scottsdale with their son Reilley and daughter Gabrielle.