Nick Winters brings a wealth of knowledge, experience, and passion to the table. After earning a finance degree from the University of Arizona’s prestigious Eller College of Management, Nick went on to work as a Financial Planner for Vanguard for three years. He passed the Series 7, 63, and 66 license exams before earning his Certified Financial Planner (CFP) certification. Over his career, Nick has worked for a wide range of clients, from brand new investors to 30-year veterans. This array of experience gave him valuable insight into financial planning and expanded his industry expertise, skills he brings to Winters Financial Group. Although he left his hometown of Westlake Village, CA t

Nicholas Winters
Vice President
Winters Financial Group Inc
United States, Arizona, Phoenix
About Me
Profile Information
Vice President
Winters Financial Group Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Phoenix
Arizona
United States
Jul 7, 2025
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