Financial Planning For New Beginnings with Philip Weiss

Jun 27, 2024

Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, joins us to talk about financial planning for new beginnings, overcoming debt, the importance of early financial planning, and much more.

We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning.

Phil’s dedication to helping others is deeply rooted in his personal experiences. Growing up, he experienced financial instability due to his father’s money management. This included unpaid bills, utilities being shut off, and even discovering credit card debt in his name forged by his father. Watching his mother struggle to get through that time shaped Phil’s approach to finance and inspired him to help others find financial stability.

Today, a significant portion of Phil’s client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story.

Here’s some of what we discuss in this episode:

1:20 – Phil’s background in the financial industry

3:30 – Phil’s early experiences with money

7:44 – Putting a plan in place to tackle debt

16:47 – Phil’s E.V.O.K.E. life planning process

24:49 – How Phil began working with the female market

29:13 – Phil’s tips for women experiencing life changes

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Learn a little more about Phil:

Phil Weiss founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is a CFA charterholder, a CPA, and an RLP®.

In addition, he has served as a featured media spokesperson, has written weekly commentary on market-related topics, and is a frequent podcast guest. He also continues to blog regularly for Apprise. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests.

He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to women facing new beginnings. He believes it is a privilege to help others plan for their financial future. Please read this blog if you would like to learn more about what drove Phil to start Apprise and why he works with women facing new beginnings.

Phil grew up in Livingston, New Jersey, and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major.

He and his wife, Diana, live in Maryland and are the proud parents of four children – six if you count their two dogs. Phil enjoys spending time with his family at home, on the fields, and traveling. He likes following his favorite sports teams, cooking, and reading, too. Phil also coached many of the youth sports teams his children played for.