Since 1994, Rich has overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. His clients include people in the entertainment industry, corporate executives, doctors, lawyers, business owners and retired individuals. He has developed unique and innovative strategies to provide his clients consistent and predictable income and investment growth and help them build wealth for retirement, meet personal financial goals, minimize taxes, and attain financial security and independence. Throughout his 28-year career in wealth management, Rich has been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s

Richard Winer
Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager
SteelPeak Wealth
United States, California, Los Angeles
About Me
Profile Information
Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager
SteelPeak Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Los Angeles
California
United States
Feb 26, 2025
Work Experience
SteelPeak Wealth
Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager Aug 2016 - Present
Email: rich.winer@spwm.com
Winer Wealth Management, Inc.
President and CEO Feb 1994 - Aug 2016
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