Dallas/Fort Worth Area
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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
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
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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