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.
Bill Winterberg is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals.
He specializes in Keynote Speaking, Video Production, Journalism, Technology, Consulting, Financial Planning, Wealth Management, Mobile Devices, Dropbox, iPad, and Android.
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.
Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.