hans winkler, cfp® certified financial planner™ professional
Hans began his professional career on Wall Street in 1997 at a boutique Private Investment Bank in Midtown New York. In 2001 he became a fully independent Financial Planner focusing on long-term client relationships and helping clients with investment, retirement, estate and insurance planning strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, Hans frequently incorporates a network of estate attorneys, insurance professionals and CPAs to develop comprehensive and individually tailored financial plans, to guide clients achieve their goals and protect their assets from potential downfalls. In addition to advising traditional financial clients, Hans specializes in working with sudden wealth recipients and the LGBT community’s unique financial planning needs.
Claraphi Advisory Network, LLC MAIN OFFICE 120 Vantis Drive, Suite 585 Aliso Viejo, CA 92656 / (949) 215-0025