TEAM
Paul Winkler
President & Founder, ChFC®, RICP®, RFC®, CLU®, LUTCF, CASL®, AAMS®, WMCP®
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 expertise in the principles of prudent investment management has often been utilized in legal circles as well.Paul’s differentiated 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. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.EducationPaul holds a BA in Economics from the University of Albany, NY where he graduated with honors. He holds the professional designations of Chartered Financial Consultant, Registered Financial Consultant, Chartered Life Underwriter, Life Underwriter Training Council Fellow, Chartered Advisor for Senior Living, and Retirement Income Certified Professional.Associations and Community OrganizationsBoard of Trustees, Trevecca Nazarine University
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 CommerceFamilyPaul and his wife, Debbie, have been married since 1992 and are proud parents of two sons, Alex and Andrew.