Financial Guidance with Phil Weiss

This week, Alexandra chats with Phil Weiss. Phil is a Certified Financial Advisor (CFA), Certified Public Accountant (CPA), and Registered Life Planner (RLP®). He is passionate about empowering women through financial independence, providing the necessary tools and knowledge. Having seen his mother struggle with stage 4 breast cancer and his father’s inability to handle finances, Phil managed the situation by taking over the family's financial responsibilities, including negotiating with creditors, paying overdue bills, and ensuring his mother's medical expenses were covered. Through this hands-on experience, he gained a deep understanding of the challenges women face during new beginnings, driving his mission to prevent other women from facing such financial instability.
Ways to connect with Phil:
Website: https://apprisewealth.com/
Instagram: phweiss11
Facebook: AppriseWealth
Connect with Alexandra on her website, forwardtojoy.com, or send her an email at alexandra@forwardtojoy.com.
Portions or topics on this show may be triggering. Please seek professional help or assistance if needed.
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