Bob Hertz

With more than 20 years of experience in financial services, Bob Hertz has built his career around a simple but powerful belief: the best financial plans begin with understanding the person behind the numbers. At Hertz Retirement, Bob's singular focus is on helping clients clarify their goals, values, and long-term vision — and then building strategies that support a life with fewer financial worries and more confidence. Bob believes that financial planning is not just about calculations, charts, or projections. While technology can easily crunch numbers, it cannot listen, empathize, or understand what truly matters to a family or individual. That human connection is where Bob excels. Before entering financial services, Bob worked as a counselor, a background that shaped his ability to listen deeply, ask the right questions, and guide thoughtful decision-making. This foundation continues to define his client-centered approach today. Rather than leading with products or assumptions, B...