Bill Winterberg's Location
Boston, MA, US
Bill Winterberg's Work
- VP of Financial Planning Growth @ AdvicePay
- @ CFP Board
- Technology Columnist, Morningstar Advisor @ Morningstar
- Technology Director @ Financial Planning Association of Dallas/Fort Worth
- Operations Manager @ CMC Advisers, LLC
- Technology Consultant to Financial Advisers @ FPPad
- Chief Executive Officer, Senior Financial Planner @ Winterberg Advisory Group
- Software Engineer @ LeapFrog
Bill Winterberg's Education
- Kaplan University2004 - 2005
- Cogswell Polytechnical College
Bachelor Of Science (Electrical Engineering)
1996 - 2001
Bill Winterberg's Skills
- Estate Planning
- Financial Advisory
- Series 63
- National Speaker
- Technology
- Social Media
- Consulting
- Financial Planners
- Public Speaking
- Video Production
Bill Winterberg's Summary
Bill Winterberg, based in Boston, MA, US, is currently a VP of Financial Planning Growth at AdvicePay, bringing experience from previous roles at CFP Board, Morningstar, Financial Planning Association of Dallas/Fort Worth and CMC Advisers, LLC. Bill Winterberg holds a 2004 - 2005 Kaplan University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, National Speaker, Technology and more, Bill Winterberg contributes valuable insights to the industry. Bill Winterberg has 5 emails on RocketReach.
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