Philip Weiss is the founder of Apprise Wealth Management. He started his financial services career in 1987, working as a tax professional for Deloitte & Touche. Since then, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA. In addition, he has served as a featured media spokesperson and has written weekly commentary on market-related topics. 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 those looking for assistance. He believes it is a privilege to help others plan for their financial future. 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 proud parents of four children. Phil enjoys following his favorite sports teams, reading and spending time with his family at home, on the fields and when traveling. Phil continues to coach many of the youth sports teams that his children play for.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.