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Richard Winer

Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager

SteelPeak Wealth

United States, California, Los Angeles

About Me

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

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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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