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Philip Herbster

Client Services Associate

Phone: (412) 556-7001
Fax: (412) 556-7001
Email: 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.​

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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.

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Qualifications

  • Series 65 held through Stratos Wealth Partners

  • Bachelor’s degree in finance from Grove City College

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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.

Building Your Financial Future

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial. Member FINRA & SIPC.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.​

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143​​

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.​​

 

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

© The Kelley Financial Group LLC.

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