Phil Weiss
Phil Weiss is a founder of Apprise Wealth Management and has accumulated 25 plus years of experience in personal finance and investment management holding esteemed credentials such as CFA, CPA, and. Phil has established himself as a recognized authority in his field, frequently serving as a spokesperson, market commentator, and podcast guest as he is here. His insightful blog for Apprise focuses on long-term investment strategies, aligning your money with your life, and reflects his deep commitment to financial education.
The path that led Phil to become a financial advisor is deeply personal and inspiring. Growing up in a financially unstable household, Phil witnessed firsthand the challenges of managing money. Today he uses his expertise to empower women to take control of their finances and and achieve financial stability.