Paul Winkler, Inc is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.
Paul 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 has been a guest on multiple radio and TV outlets including: WSMV television- Channel 4, Fox 17 WZTV, NewsTalk 1510 WLAC, 104.9 FM WBOZ, MorningLine on Newschannel 5+ and NewsChannel 5’s Talk of the Town.
Paul teaches workshops to corporate groups, individuals and business owners on asset management, qualified plans, financial planning and success coaching. His experience with 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.
He is the author of three books: “Above the Maddening Crowd”, “Confident Financial Planning: How to Build, Protect and Enjoy Your Money“, “Confident Investing: Why Blind Trust is a Poor Strategy“.
Education
Paul holds a BA in Economics from the University of Albany, NY where he graduated with honors. He holds the following professional designations:
- Chartered Financial Consultant
- Registered Financial Consultant
- Chartered Life Underwriter
- Life Underwriter Training Council Fellow
- Chartered Advisor for Senior Living
- Retirement Income Certified Professional.
Associations and Community Organizations
- Board of Directors for the International Association for Qualified Financial Planners
- International Association of Registered Financial Consultants
- Former 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
Family Paul and his wife, Debbie, have been married since 1992 and are proud parents of two sons, Alex and Andrew.