Rich Winer

About Rich Winer

For more than 30 years, I have overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. My clients include people in the entertainment industry, corporate executives, doctors, lawyers, business owners, and retired individuals. I have developed unique and innovative strategies to provide my clients with consistent and predictable investment growth and income and also help them build wealth, minimize taxes, and attain financial security and independence in a comfortable and conservative manner.Throughout my career in wealth management, I have been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Personal Finance, Financial Planning Magazine, Variety, The Los Angeles Business Journal, U.S. News & World Report, and other financial publications.I enjoy and specialize in working with musicians because in addition to my work as a financial advisor, I have performed in concerts and clubs with various recording artists, composed and produced music, and played guitar on records including sessions for Grammy Award-winning producers David Foster, Humberto Gatica, and Rob Chiarelli, for more than 40 years. My clientele includes composers, producers, recording artists, touring and session musicians, and members of some of the world’s leading orchestras who appreciate my in-depth knowledge and understanding of the unique needs and financial planning challenges of professional musicians and others in the entertainment industry. Prior to joining SteelPeak, I was president and CEO of Winer Wealth Management and Vice President of Andover Securities Corp. and Redwood Trading Corp, specialists on the Chicago and Pacific Stock Exchanges.Call me at (81••••••55 or email me at r••••••••@spwm.com if you would like to discuss your financial goals or concerns, get an objective second opinion about your current investments, level of investment risk, and insurance policies, or explore the potential benefits of working together.I am currently working out of offices in Los Angeles and Maple Lawn in Fulton, Maryland,

Experience

1. Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager

   SteelPeak Wealth

   Aug 2016 — Present · Fulton, MD, US

   As a wealth advisor for SteelPeak Wealth, I help people like you acquire and retain wealth, organize and manage their financial affairs, minimize taxes, and meet their most important life goals and aspirations. My services encompass all aspects of your financial life including:• Comprehensive financial planning• Investment management• Retirement planning• Insurance (Income and lifestyle protection)• Estate and legacy planning• Education fundingMy specialties include dynamic individual stock strategies and the utilization of alternative investments with no correlation to the stock or bond markets as an effective and higher-yielding substitute for bonds in the current rising interest rate environment. These investments have stable NAVs and pay high monthly income. If you own a business, I can help you establish cost-effective employee benefit and retirement plans, acquire low-interest personal and business financing, and plan for the continuity and succession of your business. My recommendations are based solely on your specific needs, circumstances and goals. As an Investment Advisor Representative of SteelPeak Wealth, I am a fiduciary and have a fiduciary obligation to act in your best interests at all times, disclose potential conflicts of interest, and place your financial interests ahead of my own and my firm\'s. For more information or to schedule a free financial consultation, please call me at (81••••••55.

Education

• University of Miami

  BM, Studio Music and Jazz

  1981 — 1985

• College for Financial Planning

  CFP Certification Professional Education Program

  2007

• Berklee College of Music

  Performance and Composition

  1979 — 1980

Skills

• Retirement Planning
• 401k
• Wealth Accumulation
• Asset Management
• Iras
• Long-Term Care
• Small Business
• Fixed Annuities
• Financial Planning
• Retirement Income Strategies
• Securities
• Estate Planning
• Investments
• Investment Strategies
• Long Term Care Insurance
• Financial Advisory
• Wealth Management
• Tax
• Comprehensive Wealth Management
• Wealth Management Services
• Series 7
• Retirement
• Strategic Financial Planning
• Life Insurance
• Finance
• Insurance
• Disability Insurance
• Pensions
• Health Insurance
• Financial Planners
• Investment Management
• Investment Advisory
• Tax Reduction Strategies
• Mutual Funds
• Financial Services