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Philip W
CFP®, Series 65
Pittsford, NY
Weisberg Financial Services
Philip Weisberg is a CFP® and holds a Series 65 license, operating Weisberg Financial Services in Pittsford, NY. He has 14 years of experience with the firm, which he founded in 2012. The practice is a single-advisor independent firm serving primarily individual clients. Weisberg Financial Services serves about 60–65 individual clients and one corporate client on a pro bono basis. The firm employs a low-cost, flat-fee model without percentage-of-assets charges, managing portfolios through a discount brokerage platform using equities, ETFs, and no-load mutual funds, with an emphasis on tax-aware strategies and daily account monitoring.
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