Meet Paul Winter, MBA, CFA, CFP®
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. For eleven of those years, he traded a variety of Money Market and Fixed Income securities for global financial services firms on Wall Street. After that, Paul decided to broaden his knowledge base by trading stock-index futures and investing in individual stocks using proprietary screens and price targets. 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. He graduated from Columbia University in New York City with an MBA, where his majors were Money and Financial Markets and Finance. While attending Columbia University, an Ivy League institution whose finance program is perennially ranked in the top 3 in the country, Paul was named a Dean’s Scholar and was granted membership in the Beta Gamma Sigma honor society. He also graduated with Great Distinction and received a Bachelor of Commerce degree from McGill University in Montreal, where he majored in Accounting and Management Information Systems.
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 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 Deseret Morning News, and InvestmentNews magazine. Paul has also written articles on retirement plans for the Wasatch Business Connections magazine. (Please click on the "FSFP on TV" and "FSFP in the News" menu options to see the videos or read the articles).
An avid skier for 35 years, Paul plays squash regularly to stay fit and has become hooked on fly-fishing. He can also be seen hiking the Wasatch and Uinta mountains with his wife Beth, daughter Ashley, and their golden retriever, Bonzo.
Experience the Five Seasons Difference for Yourself
Contact Paul for a complimentary, no-obligation Get Acquainted meeting (which can be conducted over the phone or in person) and see for yourself why Five Seasons is unique in the financial services industry. Get the guidance you need – throughout all the seasons of your life – but with the Five Seasons Difference.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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