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Philip H Weiss, CFA, CPA
Senior Portfolio Manager
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Philip H Weiss, CFA, CPA
Senior Portfolio Manager
My Bio
Phil is a Senior Portfolio Manager for Foundation Wealth & Tax Advisors. Phil is also the founder of Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 20 years, 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 a 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.
Other Team Members
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Taylor Lewis-Costa
Director of Communications
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Chris Williams, CPA/PFS, CFP®
Wealth Advisor
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Alexi Halavazis
Wealth Advisor, Chief Compliance Officer