Winston has been a part of Retirement Benefits Group since 2011, serving as the Director of Client Services. In this role, he is responsible for building and maintaining client relationships by helping individuals reach their investment objectives and financials goals. As the primary liaison, Winston assists the advisory team with individual investment education, group seminars and the delivery and implementation of financial plans. He currently holds his Series 7 and Series 66 licenses, and has a CA insurance license (#0J00358).
When Winston isn’t in the office, he enjoys spending time with his family and saltwater fishing. He also enjoys snowboarding and experimenting in the kitchen.
Bachelor’s degree in Communications from University of California, San Diego
- Wealth Management
- Client Service