PROFESSIONAL
Herb has been active in the financial services industry for more than 30 years, specializing in the varied needs of business owners and affluent families. Herb brings a unique background to the planning process from experience as a former entrepreneur in the manufacturing and construction industries and as a Wealth Management Advisor with Northwestern Mutual. Herb’s sophisticated yet down-to-earth approach to financial planning helps him create life-long relationships with each of his clients.
EDUCATION
- Santa Clara University, Bachelor of Science (Economics)
DESIGNATIONS
- Chartered Life Underwriter (CLU )
- CERTIFIED FINANCIAL PLANNER (CFP ) Professional
ASSOCIATIONS AND MEMBERSHIPS
- Financial Planning Association
- Business Enterprise Institute
- Estate Planning Council
- Association of Advanced Life Underwriters
- National Association of Insurance and Financial Advisors
COMMUNITY SERVICE AND IMPACT
- Past President, St. Vincent de Paul Society of Marin
- Past Vice President, St. Vincent de Paul Society of Marin
- Past Development Chair, Catholic Charities of San Francisco
- Past Board Member, St. Vincent de Paul Society of Marin
- Past Board Chair, Central YMCA
- Past Board Member, San Francisco Metro YMCA
PERSONAL
Herb Foedisch has lived in the San Francisco Bay Area for more than 45 years and enjoys spending time with his wife, Joan, and three daughters, Alix, Whe, and Kacey.
Herb also enjoys the outdoors, where he can regularly be found hiking, biking, and boating.