Broker Check
John Herbert, CFP®

John Herbert, CFP®

Financial Planner, Managing Partner

Licenses held:
Series 7, 63, 65
Life/Health Insurance

Certifications:
CFP®

Member of the Following Organizations:
- Society of FSP (Financial Services Professionals) Detroit Chapter
- East Side Youth Sports Foundation (Board member)
- Grosse Pointe Yacht Club

John is a managing partner and lead financial planner at Bowline Financial. His CFP® certification provides a professional and driving force behind the business, and also helps shape the philosophy for the firm's investment advisory services and fee-based financial planning. John promotes comprehensive financial planning services for all individual and corporate clients by utilizing state of the art financial technology. He believes that delayed gratification is one of the key principles to building wealth, and sees it becoming more and more obsolete in the consumer-centric society we live in today. John's approach is to help clients make long term investments that are more intentional, and that align closely with personal goals and objectives. Through his authentic and honest approach, John has been successful in establishing loyal and long-lasting client relationships. Furthermore, his involvement with various organizations and clubs offers exposure and network opportunities that broaden his scope of influence.

Areas of Expertise: 

  • Generating Income In Retirement
  • Insurance Planning
  • Tax Efficient Strategies
  • Retirement Plans
  • Investing For Various Goals
  • Cash Flow Management

Outside of the office, John enjoys spending time with his family, boating, skiing and playing golf or hockey depending on the season.