Patricia Herzfeld

Estate and Investment Analyst

Tricia joined Clarity Financial Planning in December 2013 as the Estate and Investment Analyst. She previously worked at Franklin Templeton Investments for 8 years where she worked in the Trading and Trade Settlements departments. She graduated from the University of Florida with a Finance Degree in Business Administration. Tricia has obtained the Florida 2-15 Life & Health Insurance and Annuities License.

Tricia lives in Parkland with her husband Jeff and their two boys.