Connections
58 connections
Industry
Financial Services
Websites

Bill Winterberg’s Summary

Combining financial services industry experience with engineering skills isn’t so unique anymore. But what I offer is proven, portable experience to add scalable processes, implement effective client-centered solutions, and increase profit margins for wealth management firms.

Read about my thoughts on the role of technology in financial planning on my blog, http://www.fppad.com

Bill Winterberg’s Specialties:

Enterprise scalability and optimization, relationship management, personal financial planning.


Additional Information

Bill Winterberg’s Websites:

Bill Winterberg’s Groups:

Registered Financial Consultant, (RFC),
Financial Planning Association, Oregon & SW Washington and National Chapters, AARP Tax-Aide Instructor & Volunteer

  •    FPA NexGen
  •    LeapFrog Alumni

Public profile powered by: LinkedIn

Create a public profile: Sign In or Join Now

View Bill’s full profile:

  • See who you and Bill Winterberg know in common
  • Get introduced to Bill Winterberg
  • Contact Bill Winterberg directly

View Full Profile