Bold Journey – Meet Philip Fessler
Alright – so today we’ve got the honor of introducing you to Philip Fessler. We think you’ll enjoy our conversation, we’ve shared it below.
Philip, so good to have you with us today. We’ve always been impressed with folks who have a very clear sense of purpose and so maybe we can jump right in and talk about how you found your purpose?
Finding my purpose as a financial advisor was a journey of self-discovery. I started my career in finance in 1993 at a boutique firm, Kennedy Cabot, located in Beverly Hills. There, I discovered my calling and realized my passion for helping people make informed decisions about their finances. I continued growing my practice by working at various firms, including TD Ameritrade and Wells Fargo, within the role of a financial advisor. After almost three decades of gaining invaluable expertise in the wealth management field, I made a bold decision to become a partner at AIRE Advisors in 2021. At AIRE Advisors, we serve as fiduciaries, solely focused on our clients’ best interests, and advising them in every aspect of their financial lives. I feel privileged to be on this journey, making a positive impact in our clients’ lives while helping them achieve their financial goals.
About AIRE Advisors
AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.
Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.
Contact:
AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO
888-688-AIRE