Bill Winterberg, CFP®

Dallas/Fort Worth Area

Recommended
Bill has 1 recommendation(s) 1 person has recommended Bill
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197 connections
Industry
Financial Services
Websites

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

Additional Information

Bill Winterberg, CFP®’s Websites:

Bill Winterberg, CFP®’s Groups:

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

  •    CERTIFIED FINANCIAL PLANNER™ Certificant
  •    Financial Planner Alliance
  •    FPA NexGen
  •    Wealth Management Group
  •    Social Media Marketing
  •    MBO Partners
  •    RIA Marketplace™
  •    Wall Street Technologists
  •    LeapFrog Alumni
  •    Financial Planning Association
  •    Technology Professionals in Financial Services
  •    Fee Only Financial Advisors
  •    The Virtual Office
  •    Financial Planners & Wealth Advisors
  •    Schwab PortfolioCenter Users
  •    Wealth Management Exchange
  •    CompliancEX
  •    Orion Advisor Services, LLC
  •    BehaviorGap.com
  •    Twittering
  •    Social Media and Web 2.0 in Banking and Financial Services
  •    Protect Investors NOW - Focus on Fiduciary
  •    FPA of Oregon and SW Washington
  •    Social Media in Financial Services
  •    Linked Financial Professionals
  •    InvestmentNews
  •    The Committee for the Fiduciary Standard
  •    Morningstar Advisor
  •    InvestmentNews TECH
  •    ByAllAccounts Users
  •    Mikogo Desktop Sharing

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