Hans-Christian Winkler

CFP®
Retirement, Investing, Insurance
92%
Helpful
0
Answers
3
Articles
19
Followers
“With over 21 years experience, Hans-Christian Winkler focuses on long-term client relationships, and during this time, has built a network of CPAs, estate attorneys and insurance professionals to ensure that every client gets the best and most objective advice.”
Firm:

Claraphi Advisory Network

Job Title:

Financial Planner

Biography:

Hans-Christian Winkler is a Financial Planner at Claraphi Advisory Network, a firm that aims to assemble a team that believes in contributing to investment education. Hans and his team provide meaningful and relevant advice, and through prudent investing, work to improve their clients' financial future. ClaraPHI has developed turn-key programs designed to make it as easy as possible for CPAs, attorneys, and financial institutions to partner with a registered representative to provide financial/investment services to the investor. Because of their unique corporate structure and relationship with the ClaraPHI affiliate companies, all ClaraPHI advisors are able to access member estate planning attorneys and CPAs who embrace the collaborative planning model and are willing to share their expertise.

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 athletes, sudden wealth recipients, the LGBT community and divorcees/widows. Being fully committed to keeping abreast of the industry's evolving changes, Hans served as the Director of Public Awareness and as a Board Member of the Financial Planning Association of New York from 2014 - 2016, and is still a very involved member.

In addition to his CFP® certificate, Hans also holds Series 4, 7, 24, 63, 65 & New York Life & Health Insurance licenses. Hans was born and raised in Salzburg, Austria and was recruited to Temple University in 1991 on a golf scholarship. He further received his Master’s Degree from New York University in 1997 and lives with his wife in New York.

Education:

BA, Temple University
MA, New York University

Fee Structure:

Commission
Fee-Based

CRD Number:

2966966

Insurance License:

#LA-1070860

All Articles
Sort By:
Most Helpful
December 2016
    Financial Planning, Personal Finance
July 2018
    Financial Planning, Personal Finance
September 2016
    College Tuition, Financial Planning, Lifestage Based Planning

No Answers Posted