About


Learn about me, the business of FPPad, and my goals to help financial advisors choose the right technology for their business in the vlog above (short for video blog, pronounced VLAWG). Yes, it’s nine-and-a-half minutes, but it’s like watching a TV show.

About FPPad

FPPad started in 2008 to be a leading source of news, insight, and thought leadership on financial planning technology.

Originally started as a blog, FPPad is now a premier consulting and media resource for all financial professionals. Our network includes a YouTube channel and an iTunes podcast in addition to the content posted on this website. For more information on our services, see our Services page. To introduce your brand, product, or service to the FPPad audience, see our Advertise page.

And what’s the meaning behind FPPad? FP stands for Financial Planning, and Pad is a throwback to the LeapPad Learning System Bill Winterberg developed while a software engineer at LeapFrog Toys (predating the Apple iPad by many years!).

About Bill Winterberg

About Bill Winterberg

Bill Winterberg, CFP®

Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services.

Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.

In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.

Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor.

Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.

Bill lives in Atlanta, GA with his wife and six-year old son.

About Steve Biermann

About Steve Biermann

Steve Biermann

Steve Biermann is the executive director of content for FPPad.com and president of Creative Marketing Solutions, Inc. He is an accomplished marketing and branding professional with over 30 years of experience within financial services organizations.

Steve was the chief marketing officer for Northstar Financial Services Group, LLC, a diversified service provider to Registered Investment Advisers, independent broker dealers and investment management firms.

While at Northstar, Steve founded Advisor Studios, a multidisciplinary creative agency and full-service video production studio. He pioneered the use of weekly video market commentary for a variety of target audiences in financial services.

Bill Winterberg and Steve Biermann collectively have over 20 years of multimedia production experience and have produced over a thousand videos for the financial services industry. Since August 2013, Winterberg and Biermann have created, produced, and published over 60 episodes of FPPad Bits and Bytes, the only video broadcast dedicated to the coverage of technology for financial advisors.