Ron Winkler

Biography

Ron Winkler, CPA serves as Managing Director, Investments for Wedbush Securities in our New York City office. Prior to Wedbush Ron spent 38 years of his career as the Founder and Managing Partner of Winkler & Co. CPAs where he was engaged mainly in the areas of tax, financial planning and tax sensitive investing.

Ron developed a passion for business and entrepreneurship in college and upon graduation he established and developed his own CPA firm by the age of 26. He prides himself on having provided the highest level of personalized, quality service to his loyal clients. This includes his ability to guide them through the “cradle to grave” financial aspects of their lives. Through his years of experience in the trenches, his clients often complimented him on his ability to provide them with solutions to their financial challenges. Through his extensive experience as a CPA, he has a special perspective on the tax and business aspects of financial planning, including custom solutions regarding retirement, gifting or estate planning.

Ron is grateful to know that his work has had a positive impact on the lives of hundreds of clients and friends over the course of his career.

Ron currently resides in Huntington, NY with his wife Laurie. They are proud to have raised 3 children into independent and well-rounded adults. In his spare time he enjoys skiing, salt water fishing, traveling and gardening.

SPECIALIZATIONS

• Estate Planning
• Financial Planning
• Mutual Funds
• Retirement Planning
• Social Security Planning
• Wealth Management

Credentials

• Holds his Series 6, 7, 63, and 65 licenses
• NY Insurance Lic. #967554
• CA Insurance Lic. #4053518
• NY CPA since 1978
• BA in Business Administration from Queens College CUNY in 1975

Mission Statement