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David Herbeck, CPA/PFS, ChFC |
View David Herbeck's profile“Every financial decision has tax ramifications. With more than 20 years of experience specializing in taxation and financial services, I am able to assist clients with their whole financial picture. Not every financial advisor has those backgrounds.”
For over 20 years, Dave has been instrumental in providing financial services to BPK&Z’s clients. Dave was a founder and now leads the company’s financial services firm, BPK&Z Financial Services, LLP. He has served as a shareholder of BPK&Z since January of 1999 bringing his insight and experience to the team.
Although other firms may offer wealth management services, Dave’s background in taxation and in-depth knowledge of financial issues is a unique combination of experience that few other financial advisors can claim. Identifying a client’s financial goals and then mapping a strategy to get them there is what Dave works to achieve in every individual situation, knowing financial services are not one-size-fits-all.
Dave began his career as a CPA and then added the designations of Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, PA and the Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants. Seeing the financial impact the loss of a loved one can have on a spouse inspired Dave to author the book, An Act of Love: Preparing Your Spouse for Life Without You.
When Dave isn’t helping someone reach their financial goals, he can be found on the lake fishing, on the golf course or at a Gopher football game. Dave is such a big fan of Gopher football, he started a newsletter about eight years ago called The Gopher Tail(gate) Update, which is read by over 1,000 fans.
Practice Areas
Financial advisory services, individual taxation and tax planning
Education
B.A. Accounting, Lakeland College, Sheboygan, Wisconsin
Chartered Financial Consultant, American College, Bryn Mawr, Pennsylvania
Career Notes and Affiliations
- American Institute of Certified Public Accountants
- Personal Financial Specialist (PFS) through the AICPA
- Minnesota Society of Certified Public Accountants - past chair of the Personal Finance Planning Conference Committee
- Society of Financial Service Professionals
- Author – An Act of Love: Preparing Your Spouse for Life Without You
- Northwest Suburban Optimist Club, President 2005, 2006, 2009, 2010 and 2011
- University of Minnesota Goal Line Club Board of Directors