Bill Winterberg, CFP® is a technology and operations consultant to independent financial advisors. He is the Founder and President of FPPad and is a respected personality in the financial planning industry. Widely recognized as an independent authority on the field of financial services technology, Bill also writes the monthly technology column for Morningstar advisor, provides technology commentary for the Journal of financial planning, and blogs at his own website, FPPad.com. He is also a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry.
He maintains the Certified Financial Planner™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.
In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.