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About Rich Winer

My name is Rich Winer. As president and CEO of Winer Wealth Management, I oversee the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. My clients include actors, composers, producers, directors, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. I offer innovative and effective financial strategies to help you grow your wealth, minimize taxes and ensure your life long comfort, security and independence.

Over seventeen years in wealth management, I've developed effective ways to help my clients grow their money in uncertain economic times and through bull and bear markets without losing sleep. I've also established a reputation for my success in identifying and correcting critical financial mistakes and oversights and often saving my clients a fortune in taxes. In 2005, I was mentioned in The Wall Street Journal for saving the beneficiaries of an inherited IRA more than $700,000 in taxes. In 2006, I was featured in Financial Planning Magazine's Career Advisor.

I take great pride in my firm's ability to provide you the highest quality financial products, services and expertise without conflicts of interest, and with a level of comfort, communication and proactive personalized service that can only be found at a boutique, independent firm like Winer Wealth Management. From our weekly market and economic commentary to our proprietary risk-managed investment strategies, it's all about making you feel comfortable, confident and financially secure.
I invite you to explore our Facebook page and website (www.winerwealth.com) to learn about all that Winer Wealth Management can do for you. If you have questions or would like to schedule a complementary financial consultation, please call me at (818) 673-1695.

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Reviews about Rich Winer

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The results of recent studies underscore the need for financial advisors who have demonstrated expertise and proficiency in the area of retirement planning. Rich is one such financial advisor. Not only is he an expert in implementing suitably effective financial and retirement planning strategies for consumers, he is also knowledgeable about the rules and regulations that govern retirement accounts. I highly recommend Rich?s financial and retirement planning services.See MoreRead Less"

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5

Rich is a leader in his profession. He is a skilled and sensible investor, has excellent instincts about the market and is a wonderful communicator. I trust him completely with all of my investment needs."

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