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 for a NAPFA-member wealth management firm. I now consult with financial professionals in the selection and implementation of the right technology solutions for their practices. I also recently relocated from Portland, OR to Dallas, TX in July 2009.

Prior to entering the financial services industry, I was 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.

Tools & Services Used

Schwab Institutional, SEI Private Trust Company, Pershing, 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!).

Volunteer Activities

Outside of work I try my best to give back to the financial planning profession and local community. I chaired 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 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