Hal S. Hershgordon JD, CPA, PFS

Hal S. Hershgordon JD, CPA, PFS

Director of Advanced Planning

Hal S. Hershgordon is a Trusted Financial Advisor who provides independent and objective holistic and segmented personal financial counseling and advice in areas including estate planning, retirement, investment, risk management, taxation, compensation and benefits, education funding, and philanthropy. Hal is a Professional Speaker having addressed hundreds of CPAs and Financial Advisors on business, financial, tax, and legal topics on behalf of numerous State CPA Societies including Pennsylvania, Maryland, Virginia, and Minnesota.  Hal has more than twenty-five years of varied experience including the practice of accounting, law, and personal finance.

Hal is a graduate of Temple University and the Temple University Beasley School of Law (JD).  He is a member of the Pennsylvania and New Jersey Bars, is a Certified Public Accountant (CPA) and is a Personal Financial Specialist (PFS) as accredited by the American Institute of CPAs.  Hal possesses a rare multidisciplinary perspective which has been developed through his diverse educational background and augmented in his practice and while serving in senior management and leadership positions within financial services organizations including Deloitte & Touche, Pitcairn Trust Company, KPMG, and Laventhol & Horwath.

Hal has spoken frequently to members of various professional organizations and employee groups. He has appeared on radio, written articles, and been asked to consult with the media on timely and relevant matters of personal finance. Hal has enjoyed serving a national client base including closely-held business owners, executives, and high net worth individuals and their families.

Hal enjoys travel, theater and participating in philanthropic and community activities including his involvement with blind golfers, ballet schools and ballet companies, as well as youth baseball, soccer, basketball clubs and related programs.