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Phil

Weinstein

颁搁笔颁鈩

picture of a planner

Here to act in your best interests

About me

I鈥檝e been helping my clients put their best financial foot forward since I joined the industry over 30 years ago. I enjoy partnering with them to help them to both see their plans come to fruition and reach the goals they鈥檝e worked so hard to achieve. In my free time, I love spending time with my wife, children, and family. We enjoy travel, live music, and getting together with friends.

Certifications

Chartered Retirement Planning Counselor鈩

Education

Bachelor of Arts, Political Science - University of Missouri

Visit one of our Locations

Austin I - Austin

1111 West 6th Street

Building B, Suite 310

Austin, TX 78703

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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