Herbert Financial Group
Accountant, Business management consultant, Financial consultant in Monrovia, CA
- Address
- 635 W Foothill Blvd, Monrovia, CA, 91016
- Phone
- (818) 213-1388
- Website
- herbert-financial.com
About Herbert Financial Group
Herbert Financial Group is a Latino- and women-owned financial consulting firm on Foothill Boulevard in Monrovia, founded in 2021 and led by CEO Tania Herbert, a licensed tax professional and Million Dollar Round Table Top of the Table member. The firm specializes in business tax strategy, cash balance and pension plans, and financial management for business owners in fields ranging from construction and dentistry to e-commerce and social media. It became BBB-accredited in 2025.
Services
- Estate Planning
- Financial & Tax Services
- Financial Advisory
- Fractional CFO Services
- Herbert Financial
- IRS Representation
- Retirement Planning
- Tax Preparation Services
- Tax Relief Services
- Wealth Management
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