About Bill Winterberg

By day, I manage operations for a fee-only wealth management firm in the Pacific Northwest (I’m moving to Dallas, TX in 2009). Prior to entering the financial services industry, I worked as an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys. My combination of work in both areas is mainly what I write about in this blog, with an eye towards internal process improvement and overall operational efficiency.

A sampling of the tools and services I have used:

Schwab Institutional, SEI Private Trust Company, NetExchange Pro, ByAllAccounts WebPortfolio and Custodial Integrator, DST Vision and FAN Mail, EZ Data SmartOffice, ACT4Advisors, dbCAMS+, Vision 2020, NaviPlan, Money Tree Silver, Morningstar Principia, DocuXplorer, Financial DNA, and several custom Excel solutions (no surprise!).

Outside of work I try my best to give back to the financial planning profession and local community as a whole. Currently I chair the 2009 Mid-Winter Conference planning committee of the Oregon and Southwest Washington FPA chapter. I also participate in the Membership committee and facilitate FPA NexGen community activities in the local chapter.

Since 2006, I’ve been a certified volunteer tax preparer with AARP Tax-Aide and was an instructor for the program during the 2007 filing season. Whew!

Thanks for taking the time to browse through my pages, and be sure to leave a comment if there’s something in particular you’d like to see here.

Lastly, you can contact me at “bill [at] fppad [dot] com”

Bill