About


FPPad empowers financial advisers to use technology to deliver objective, affordable advice to everyone.

Learn about FPPad, the technology hub for financial advisors, and Bill Winterberg, in the video above. Learn how the FPPad business operates to address growth and awareness of financial services technology.

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 evolved into a consulting and technology resource for all financial professionals. The resources includes a YouTube channel and an iTunes podcast in addition to the content posted on this website. For more information about services offered, see the Services page. To introduce your brand, product, or service to the FPPad audience, see the 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

Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services.

From 2008 to 2026, Bill maintained the CERTIFIED FINANCIAL PLANNER™ certification and his industry experience includes roles 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.

From 2015 to 2019, Bill was the host and producer of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He delivered dozens of keynote presentations on perspectives of technology trends in the financial services industry. Bill provided 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 Boston, MA area.

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 have extensive multimedia production experience and have produced over a thousand videos for clients in the financial services industry such as Morningstar, Charles Schwab, TD Ameritrade Institutional, Envestnet, Wealthbox, Redtail Technology, eMoney, and many others.

FPPad is owned and operated by Winterberg Advisory Group, LLC.