OUR TEAM
Richard S. Winer Richard Winer, the founder, president and CEO of Winer Wealth Management, Inc., is a nationally recognized authority on retirement and IRA distribution planning. Known for his ability to identify critical financial planning mistakes and oversights, he has saved clients and their beneficiaries millions of dollars in taxes and helped them create millions of dollars in multigenerational wealth. In 2005, he was mentioned in the Wall Street Journal for saving the beneficiaries of an inherited IRA more than $700,000 in income taxes. He was also invited to become a charter member of Ed Slott's Elite IRA Advisor Group—an invitation-only group of IRA and retirement distribution planning specialists. In 2006, he was featured in Financial Planning Magazine's Career Advisor. A Boston native, graduate of the University of Miami and graduate of the College for Financial Planning's CFP Certification Professional Education Program, Mr. Winer is a Chartered Mutual Fund Counselor and holds various securities and insurance licenses. Mr. Winer has been mentioned and quoted in the Wall Street Journal, Ticker, Financial Planning Magazine, Inside Information and other financial publications. Mr. Winer was previously vice president of Sequoia Investments, Inc. (Member NASD/SIPC) and a Principal of Associated Securities Corp. (Member NASD/SIPC), a subsidiary of Pacific Life Insurance Company. From 1985 to 1998, he served as vice president and director of Andover Securities Corp., the largest specialist firm on the Chicago stock exchange. He was also an owner and director of Moses Financial and Redwood Trading Corp., market makers on the Chicago and Pacific stock exchanges. Mr. Winer is an avid tennis player, accomplished musician and a dedicated philanthropist. As guitarist for Band From TV with actors Hugh Laurie, Greg Grunberg, James Denton, Bonnie Somerville and Bob Guiney, he helped raise millions of dollars for charities like Save the Children, Pediatric Epilepsy Foundation, The Fender Music Foundation and Cure Autism Now. He is the Chief Financial Officer for The Fender Music Foundation and a member of its Board of Directors. He is also actively involved with The International Myeloma Foundation. Mr. Winer resides in Woodland Hills, California with his wife, Diane, children, Abby and Jennifer, and their dog, Chelsea. Email: rich@winerwealth.com |
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Melanie Weinstein
Director of Client Services
Melanie Weinstein brings a wealth of experience in office management, as an executive coordinator, bookkeeper, human resources administrator and senior loan officer to her positions as Rich Winer's personal assistant and Director of Client Services. But what clients appreciate most are Melanie's great attitude and dedication to meeting their service needs. Clients love her, and we know that you will too.
Email: melanie@winerwealth.com |
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External Specialists Our external specialists are some of the nation's leading financial experts. Although not employees of our firm, each is on retainer to help us provide the highest level of financial service and expertise to our clients. |
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Barbara Archer
Individual and Group Life, Health and Disability Insurance
Barbara is the president of ArcherWeiss Insurance & Financial Services, Inc. Because of her strong belief that what happens after the sale is as important as what goes on before the sale, we can always rely on Barbara and her team to provide you comfort, confidentiality and the highest level of service and expertise when helping you determine your insurance and risk management needs and selecting the most appropriate, cost-effective solutions. Barbara began her insurance career in 1975 and specializes in individual and group medical, dental, vision, life and disability insurance. |
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Cathy Downs, RFC, CLTC, LTCP
Long Term Care Insurance Specialist
Cathy Downs is truly an insurance industry veteran and an expert in helping individuals meet their long term care insurance needs through innovative and cost-effective products and strategies. If you think that traditional "use it or lose it" long term care insurance is the only way to meet the rising costs of long term medical care, you will be pleasently surprised!
Cathy's career in Long Term Care Insurance includes ten years as a producer and West Coast Sales Manager for Transamerica Occidental Life Insurance Company and five years as Long Term Care Sales Vice President for the Western Region at Travelers Life and Annuity. In addition, Cathy has been instrumental in the development and deployment of Long Term Care Insurance products and strategies for many of the major players in the industry, including GE Capital and Prudential. She has consulted for and conducted broker trainings all over the United States, and is currently involved in procuring and coordinating LTC coverage in one of the Canadian Provinces, as well.
Cathy developed her passion for Long Term Care education through an intensely personal experience with her grandmother. Through acquiring her Certified Long Term Care Consultant, Long Term Care Professional, and Registered Financial Consultant certifications, she continues to exhibit her dedication to meeting the needs of our aging population and to further hone her focus on industry trends.
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Bill Nelson Bill Nelson, president of The Learning Institute for Financial Executives, is one of the nation's leading retirement distribution planning experts. During his 37 years in financial services, Bill specialized in working with retirees in retirement distribution planning. He is considered to be in the top echelon of all financial advisors. Having sold his financial services practice, Bill now works full time training financial advisors in the areas of retirement distribution planning and advanced tax and estate planning strategies. He is also an in-demand speaker at financial conferences. |
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Denise Appleby Denise Appleby has over ten years experience in the IRA and defined contribution plan fields. She has held several senior retirement plan-related positions with Pershing LLC including Vice President of Retirement Plan Products and Services, Retirement Plan Manager, Trainer, Training Manager, Compliance Consultant, Technical Help Desk Manager and Writer. Denise's wealth of knowledge of retirement plans has led to appearances on CNBC's Business News and being quoted in The Wall Street Journal, Investors Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications. Her expertise and ability to explain complex retirement plan rules and regulations in an easy to understand manner created has placed her in demand to speak at various conferences and seminars around the country. Denise, a Rutgers State University graduate, holds the following professional certifications:
She formerly served as technical consultant to Ed Slott's Elite IRA Advisor Group and Ed Slott's IRA Advisor newsletter. |
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©2010 Winer Wealth Management, Inc. All rights reserved. |