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Advisor Background |
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Paul Winkler, AAMS, RFC, LUTCF, CLU, ChFC, is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 and has been published extensively in both industry and non-industry publications. In addition to being the host of the long-running "Investor Coaching Show" on Supertalk 99.7 WWTN, he is a frequent guest on the "More at Midday" show on WSMV Channel 4 television.
Paul teaches workshops to corporate groups, individuals and business owners on asset management, qualified plans, financial planning and success coaching. His expertise in the principles of prudent investment management has often been utilized in legal circles as well.
Paul's unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies.
Education
Paul holds a BA in Economics from the University of Albany, NY where he graduated with honors. He holds the professional designations of Accredited Asset Management Specialist, Certified Investor Coach, Registered Financial Consultant, Life-Underwriter Training Council Fellow, Chartered Life Underwriter and Chartered Financial Consultant.
Associations and Community Organizations
- International Association of Registered Financial Consultants
- Board of Directors of the Goodlettsville Kiwanis
- Former Board of Directors of Community Concerts
- Former Chairman of the Board for the Goodlettsville Chamber of Commerce
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