About Bill Winterberg

Contact

Contact me by sending email to bill [at] fppad [dot] com.

Background

I am a CERTIFIED FINANCIAL PLANNER™ professional with past experience as a Registered Representative, Registered Investment Adviser, and an Operations Manager.

I am the technology columnist for Morningstar Advisor and technology contributor to advisors4advisors.com.

I consult with financial professionals in the selection and implementation of the right technology solutions for their practices. I live in Dallas, TX with my wife and 1-year old son.

Prior to entering the financial services industry, I was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys. My combination of experience in engineering and financial services areas influences my objective of creating efficient, profitable, and service-oriented advisory practices.

Speaking

I’m available to speak on technology topics for the wealth management and financial adviser industry. I have experience presenting via webinars and live speaking engagements to audiences ranging from 2 to 2,000 individuals. Please see my Speaking page for more information and links to my past presentations.

Tools & Services Used

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

Volunteer Activities

Outside of work I try my best to give back to the financial planning profession and local community. I am the 2010 Technology Director for the Financial Planning Association of Dallas/Ft. Worth. In 2008-2009, I was the Mid-Winter Conference chair for the Financial Planning Association of Oregon and Southwest Washington. I also participate in the FPA NexGen community of interest.

Since 2006, I’ve been a certified volunteer tax preparer with AARP Tax-Aide and an instructor for the program since 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.

Bill