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Nicholas Winters

Vice President

Winters Financial Group Inc

United States, Arizona, Phoenix

About Me

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

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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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