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Our financial advice team


Jack Winter, Financial Advisor serving the Woodinville, WA area - Ameriprise Advisors

Jack Winter

CFP®, CPA, CLU®, ChFC®, REBC®, RHU®

Financial Advisor

Winter Family & Associates
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • REBC® Registered Employee Benefit Consultant
  • RHU® Registered Health Underwriter®

Education

  • 1983 University of Washington Foster School of Business BABA Accounting