91ÂÛ̳

Phil

Weinstein

°ä¸é±Ê°äâ„¢

picture of a planner

Here to act in your best interests

About me

I’ve 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’ve 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 Counselorâ„¢

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 latest insights from our experts