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Hans-Christian Winkler, CFP®

National Asset Management

120 Broadway
27th Flr
New York, NY 10271
Phone: (212) 417-8089
Fax: (212) 417-8217

Toll-free: (800) 995-9160
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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

Foreign Languages
  • English
  • German

 

About My Practice

I focus on a long term financial planning approach for individuals and corporations. As a fully independent CERTIFIED FINANCIAL PLANNER™ professional, I will always put my clients needs first with unbiased, objective advice and strategies. Services range from comprehensive financial planning to specific areas of focus as mentioned above.

 

Experience

16 Years

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 4, 24, 63, 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.