Barrister

Barrister Financial Planning, Investment Management and Insurance for Individuals, Businesses and Institutions

Barrister was founded in 2010 with the sole mission of offering clients an opportunity to meet their financial objectives through ethical, unbiased, and competent professional guidance.

In the latest Barrister Bulletin, Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses high valuations, future retu...
05/05/2026

In the latest Barrister Bulletin, Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses high valuations, future returns and getting money back from the IRS...

In the latest Barrister Quarterly, Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses bull markets, oil and world...
04/14/2026

In the latest Barrister Quarterly, Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses bull markets, oil and world war.

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses market volatility on 6abc Action News.
03/24/2026

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses market volatility on 6abc Action News.

Stocks jump as investors weigh Trump's comments on Iran talks amid ongoing volatility

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses Geopolitics, Private Credit & Portfolios.
03/16/2026

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses Geopolitics, Private Credit & Portfolios.

Barrister founder, Charles Weeks, discusses the Iran War, alternative investments and portfolio diversification.

Barrister founder, Charles Weeks JD, CFP®, discusses your Medicare Road Map: What to know before you turn 65...
02/17/2026

Barrister founder, Charles Weeks JD, CFP®, discusses your Medicare Road Map: What to know before you turn 65...

Learn what to know before turning 65, including Medicare enrollment timelines, penalties, coverage options, and how a CFP® professional can help you plan wisely.

In the latest Barrister Bulletin, Barrister founder, Charles Weeks JD,   CFP®, discusses private investments in 401(k)s....
02/11/2026

In the latest Barrister Bulletin, Barrister founder, Charles Weeks JD, CFP®, discusses private investments in 401(k)s...

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses with MarketWatch the financial advice he wishes he knew when h...
01/27/2026

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses with MarketWatch the financial advice he wishes he knew when he was younger.

Money pros on the personal finance lessons they missed early on

In the latest Barrister Quarterly, Barrister Founder, Charles Weeks JD, CFP®, discusses 2025 markets and cybersecurity.
01/17/2026

In the latest Barrister Quarterly, Barrister Founder, Charles Weeks JD, CFP®, discusses 2025 markets and cybersecurity.

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses how NASCAR driver Kyle Busch lost $8.4 million buying insuranc...
11/13/2025

Barrister founder, Charles Weeks Jr., JD, CFP®, discusses how NASCAR driver Kyle Busch lost $8.4 million buying insurance...

In this Barrister Quarterly for the 3rd quarter of 2025 Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses what s...
10/29/2025

In this Barrister Quarterly for the 3rd quarter of 2025 Barrister Founder, Charles Weeks Jr., JD, CFP®, discusses what similarities this market has to 1929.

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