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.
Paul Winter stands on a solid foundation of experience. A tenured investment professional, Paul has worked in the financial industry for more than twenty-five 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 been interviewed on Fox 13 News on 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.
65
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
Read More >
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
Read More >
I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
Read More >
It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
Read More >
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
Read More >
As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
Read More >
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
Read More >
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
Read More >
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
Read More >
I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
Read More >
