Bill Winterberg, CFP®

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Financial Services
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Bill Winterberg, CFP®’s Summary

Follow me on Twitter: http://www.twitter.com/billwinterberg

I provide 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, CFP®’s Specialties:

I am experienced in the following tools:
dbCAMS+, Junxure, ByAllAccounts, DocuXplorer , EZ-Data SmartOffice®, ProTracker, ACT4Advisors, Morningstar Principia Pro, MoneyTree Silver, NaviPlan, VISION2020, DST Vision & FAN Mail


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