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(805) 497-1717

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HIGH TRUST. HIGH TOUCH. HIGH INTEGRITY.

Winters Financial Group is a full-service financial advisory group based in
Thousand Oaks, CA. Our mission is to help clients grow and protect their wealth
by providing comprehensive strategic planning combined with a personal
approach. 


ABOUT US


EXPERIENCED LEADERSHIP

Financial freedom comes from knowledge, awareness, and an experienced hand
leading the way. At Winters Financial Group, we can help guide you in achieving
both your long- and short-term goals. We’ve been advising and leading our
clients toward their financial goals for more than 20 years—and now it’s your
turn.


KNOWLEDGEABLE PLANNING

Our company is based on the principle that education and understanding of your
current financial situation is vital. In order to successfully make prudent
decisions concerning your future, you need to have all the facts, figures and
know the trajectory of your future. That’s where we come in!


COLLABORATION & COMMITMENT 

Planning needs constant attention. Our programs are designed to help grow and
conserve your wealth, while delivering personalized service. By maintaining
ongoing personal contact, we help you pinpoint your financial goals and make
recommendations along the way that fit your unique circumstances.


GLOBAL APPROACH

Your life is not “one size fits all” and we do not just look at one area of your
financial situation. Using a global perspective combined with a personal
approach, we assess your bigger picture to develop a program that is personal
and effective while providing confidence and self-assurance.


RICK WINTERS

Rick Winters works differently. He takes pride in offering a complete range
of financial management services to his clients, helping them realize and
achieve their ultimate happiness.

Rick began his career with a degree in Finance and Real Estate from California
State University, Northridge. Over the next decade, he became a partner in two
mortgage banking firms, funding over half a billion dollars in residential
loans. In order to better serve the needs of his clients, Rick took and passed
the series 7, series 63, series 65 and Insurance designation tests, which allows
him to counsel clients and offer smart program choices for long-term financial
strategies.

As a child of immigrant parents, Rick’s upbringing shaped his future in many
ways. He learned to embrace old school values—like how a handshake is binding.

After receiving poor financial advice which impacted his life years later, he
set out to make a difference. His experience as a client fueled his ambition to
be the financial planner he wished he had had in his youth. Now he strives to
help his clients make smarter decisions—as early as possible and while time is
on their side.

Come meet Rick, shake his hand, and begin building a better financial future.


NICK WINTERS, CFP®

Nick Winters brings a wealth of knowledge, experience, and passion to the table.
After earning a finance degree from the University of Arizona’s prestigious
Eller College of Management, Nick went on to work as a Financial Planner for
Vanguard for three years. He passed the Series 7, 63, and 66 license exams
before earning his Certified Financial Planner (CFP®) certification.

Over his career, Nick has worked for a wide range of clients, from brand new
investors to 30-year veterans. This array of experience gave him valuable
insight into financial planning and expanded his industry expertise—skills he
brings to Winters Financial Group.

Although he left his hometown of Westlake Village, CA to live in Tempe, AZ where
he currently resides, he brings his sports enthusiasm and team loyalty with him.
As an avid LA Dodgers fan, and WFG VP, he bleeds blue through and through.


WE LOOK FORWARD TO HEARING FROM YOU.

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CONTACT

Winters Financial Group

Office: (805) 497-1717

Fax: (805) 497-7016

100 E. Thousand Oaks Blvd.

Suite #101

Thousand Oaks, CA 91360

rick@wfginc.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.



Investment advisory services offered through Winters Financial Group, Inc., an
investment adviser registered with the Securities and Exchange Commission. 
Custody and other brokerage services provided to clients of Winters Financial
Group, Inc. are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC, 26 West
Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080. Winters
Financial Group, Inc. is not affiliated with The Leaders Group, Inc.

See further disclosures.