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Charles C. Weeks Jr., CFP®
@CharlesCWeeksJ1
Founder & CFP® Practitioner @BarristerWealth. Husband/Dad, Jersey born | Philly bred. Philly 4-4 sports fan. Aspiring scratch golfer.
Philadelphia, PA
Joined March 2022
637 Following
196 Followers
191 Posts
The latest Quarterly!
In the latest Barrister Quarterly, @BarristerWealth founder, @CharlesCWeeksJ1 JD, CFP®, discusses the 4th of July, Semis & Trump Accounts.
Think you could spot a scam? CFP Board research suggests many Americans may be more vulnerable than they realize. While most people feel confident identifying traditional phishing attempts, confidence drops when scams involve AI voice impersonation, deepfakes and highly personalized messages. Fraud is evolving quickly, and preparation matters. Explore the findings in CFP Board's latest research report:https://t.co/dorSuX2WeK. @cfpbo #CFPpro
The latest Bulletin!
In the latest Barrister Bulletin, @BarristerWealth Founder, @CharlesCWeeksJ1, discusses high valuations, future returns and getting money back from the IRS...
The latest Quarterly!
In the latest Barrister Quarterly, @BarristerWealth Founder, @CharlesCWeeksJ1, discusses bull markets, oil and world war.
Who to follow
Barrister
@BarristerWealth
A Philadelphia-area firm of CFP® practitioners offering holistic advice. As fiduciaries we provide planning, investment and insurance. Tweets NOT ADVICE.
steve cc
@SCharlesfrancis
I am who I am
Allan Phillips, CFP®
@allantheplanner
Financial Planner for Physicians and business owners. Tweets don’t = advice.
Barrister In The News!
@BarristerWealth founder, @CharlesCWeeksJ1 discusses market volatility on @6abc https://t.co/eDwE2vBVCx
The latest Barrister Brief!
@BarristerWealth founder, @CharlesCWeeksJ1, JD, CFP®, discusses Geopolitics, Private Credit & Portfolios.
https://t.co/PtXj0zvBTd
Barrister In The News!
@BarristerWealth founder, @CharlesCWeeksJ1 JD, CFP®, discusses your Medicare Road Map: What to know before you turn 65... https://t.co/5YQrMAcboE
The latest Bulletin!
In the lastest Barrister Bulletin, @BarristerWealth founder, @CharlesCWeeksJ1 JD, CFP®, discusses private investments in 401(k)s...
Barrister In The News!
@BarristerWealth founder, @CharlesCWeeksJ1 , JD, CFP®, discusses with @MarketWatch the financial advice he wishes he knew when he was younger. https://t.co/6Wi75o7oWr?
The latest Quarterly!
In the latest Barrister Quarterly, @BarristerWealth Founder, @CharlesCWeeksJ1 , discusses 2025 markets and cybersecurity.
@AnnieMcTV @6abc Congrats on an amazing run at @6abc, wishing you all the best on the next chapter(s)!
The latest Bulletin!
@BarristerWealth founder, @CharlesCWeeksJ1, discusses how NASCAR driver @KyleBusch lost $8.4 million buying insurance...
The latest Barrister Quarterly!
In this Barrister Quarterly for the 3rd quarter of 2025 @BarristerWealth Founder, @CharlesCWeeksJ1 JD, CFP®, discusses what similarities this market has to 1929.
CFP Board Ambassadors @dougboneparth, @CaryCarbonaro and @CharlesCWeeksJ1 appeared on @foxandfriends to discuss why having a financial plan is essential at every stage of life. Watch now! #NationalFinancialPlanningMonth
October is National Financial Planning Month — a time to take action. Review your financial goals, update your plan and make sure your strategy reflects your priorities. Reach out to a CFP® professional today: https://t.co/a0XzeVDghG
Financial planning is about more than numbers. It helps people gain confidence with their money. Learn why working with a CFP® professional matters:
https://t.co/fQsVQeqQjx
People who have a financial plan feel more confident and less stressed. Start building yours this month: https://t.co/CvrQudGqIf #FinancialPlanningMonth #FinancialPlanning #CFPpro
Barrister In The News!
@BarristerWealth founder, @CharlesCWeeksJ1, JD, CFP®, discusses hidden 401(k) withdrawal protocols with @benmattlin and @FAMagazine . https://t.co/nSDkLHfO9W
The latest Barrister Bulletin!
@BarristerWealth Founder, @CharlesCWeeksJ1, JD, CFP®, discusses appreciation, inflation, nominal and real returns...
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