Patricia Herzfeld

EstatePlanning and 401k Operations Manager

Patricia joined Clarity Financial Planning in December 2013 as Director of Advisor Support. She previously worked at Franklin Templeton Investments for 8 years where she worked in the Trading and Trade Settlements departments.

Patricia graduated from the University of Florida with a Finance Degree in Business Administration.

As the team has grown, Patricia is primarily assisting with estate planning and 401k operations. Patricia assists the team in client meetings as the advisor crafts comprehensive planning approaches for our clients.

Patricia lives in Parkland with her husband, Jeff, and their two boys. She enjoys spending time with family and friends, reading, and running. She spends most of her free time on the fields watching her boys play sports.