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Hans Winkler

Founder, Wealth Advisor and Certified Financial Planner(TM)

Winkler Wealth

United States, New York, New York

About Me

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

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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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