Hans began his professional career on Wall Street in 1997 at a boutique Private Investment Bank in Midtown New York. In 2001 he became a fully independent Financial Planner focusing on long-term client relationships helping clients with comprehensive financial planning solutions, including portfolio diversification, retirement planning strategies, and estate and insurance planning reviews. As a CERTIFIED FINANCIAL PLANNER™ professional, Hans frequently incorporates a network of independent estate attorneys, insurance professionals and CPAs to develop comprehensive and individually tailored financial plans, to guide clients achieve their goals and protect their assets from potential downfa


Hans Winkler
Founder, Wealth Advisor and Certified Financial Planner(TM)
Winkler Wealth
United States, New York, New York
About Me
Profile Information
Founder, Wealth Advisor and Certified Financial Planner(TM)
Winkler Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Feb 23, 2025
Work Experience
Winkler Wealth
Founder, Wealth Advisor and Certified Financial Planner(TM) Sep 2019 - Present
Email: hwinkler@winklerwealth.com
Claraphi Advisory Network
CERTIFIED FINANCIAL PLANNER™ Aug 2013 - Present
Email: hwinkler@winklerwealth.com
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