Empowering Women Through Financial Independence with Phil Weiss, Founder of Apprise Wealth Management, CFA, CPA, RLP episode artwork

EPISODE · May 19, 2025 · 42 MIN

Empowering Women Through Financial Independence with Phil Weiss, Founder of Apprise Wealth Management, CFA, CPA, RLP

from The Transition Bridge Podcast · host Debi Ronca

“Financial Freedom is Freedom from Fear”Phil Weiss is the Founder of Apprise Wealth Management, and he is passionate about empowering women through financial independence.This came through his own experience of watching his mother struggle with stage 4 breast cancer, along with his father’s inability to manage their finances.Phil stepped in to fix their overwhelming situation of unpaid bills, dealing with creditors, and getting his mother’s medical bills paid.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 the same financial instability. In today’s episode, Phil shares how he helps women:Feel Financially StableGain a sense of security for a brighter financial futureDefine their GoalsClarify financial priorities aligned with their values and aspirationsKnow where they are goingReceive a tailored financial and life plan to help them achieve their goals Phil Weiss has over 25 years of experience in personal finance and investment management and has established himself as a recognized authority in this field with so many esteemed credentials – CFA, CPA, RLP, and years of wisdom and experience. Connect with Phil:https://www.linkedin.com/in/philip-weisshttps://www.facebook.com/AppriseWealth/https://www.instagram.com/phweiss11/https://www.youtube.com/channel/UCdxgFt2cD1r5WP0-Y6LqMDghttps://www.tiktok.com/@apprisewmEbook: https://drive.google.com/file/d/1JaEY1Xw_4UaYiN5Ey0FHMvFjJBnpY241/view?usp=sharing CONNECT WITH DEBIDo you feel stuck?  Do you sense it’s time for a change, but are unsure where to start or how to move forward? Schedule a clarity call!Free Clarity Call: https://calendly.com/debironca/free-clarity-callWebsite – https://www.debironca.comInstagram - @debironcaEmail – [email protected] Check out my online course!Your Story’s Changing, finding Purpose in Life’s Transitionshttps://course.sequoiatransitioncoaching.com/8-week-programThe Family Letter by Debi Ronca – International Best Sellerhttps://www.amazon.com/dp/B07SSJFXBD

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Empowering Women Through Financial Independence with Phil Weiss, Founder of Apprise Wealth Management, CFA, CPA, RLP

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