Paul N. Winter,  CFP<sup>&reg;</sup> - Financial Advisor

Paul N. Winter, CFP®

CFA,

President

Five Seasons Financial Planning LLC

4505 S. Wasatch Blvd., Suite 370
Salt Lake City, UT 84124
FINANCIAL ADVISOR'S WEBSITE
(801) 272-0902 CONNECT WITH Paul
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General

Paul Winter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Five Seasons Financial Planning LLC in Salt Lake City, UT and the surrounding communities.

Financial Advisor Experience

Paul Winter stands on a solid foundation of experience. A tenured investment professional, Paul has worked in the financial industry for more than twenty years. In 2004 Paul established Five Seasons Financial Planning, a registered investment advisory firm in the state of Utah, to offer his investment expertise to clients and to provide them with professional, Fee-Only financial planning and investment management services.

Paul is a CFA charterholder and a CERTIFIED FINANCIAL PLANNERTM practitioner, and has two business degrees that also aid him in serving clients. Paul is a member of the National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of Fee-Only comprehensive financial planners. Members of NAPFA are dedicated to providing consumers with holistic and professional financial advice, free from the conflicts of interest that arise with the sale of financial products. Paul has also been awarded a Five-Star rating by the Paladin Registry of financial advisors.

Paul has been interviewed on Fox 13 News on recent volatility in the financial markets and on the demise of traditional pension plans. In addition, he has appeared as a guest expert on retirement planning for KUER FM 90's "Your Personal Economy" series. He has been quoted on a variety of financial planning topics in the local and national print media, including Business Week, Kiplinger's, Newsweek, TheStreet.com, the MSN Money website, Financial Planning magazine, Financial Advisor magazine, the Salt Lake Tribune, the Desert Morning News, and InvestmentNews magazine.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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