Our team has the experience to handle the financial planning challenges of your most valuable clients

We’re here to provide custom financial solutions.

Ronald M Winkler, CPA – Investment Advisor was a practicing CPA for over 38 years. With experience comes an acute awareness of the needs of individuals, families, trusts and estates.

DEDICATED TO WEDBUSH CLIENTS

Ron Winkler

More about Ron Winkler, CPA. He serves as Vice President, 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 at a young age. 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.

LEARN MORE

CONTACT US

Complete the form below and Ron will contact you for a free consultation.

Our New York Office is dedicated to serving the needs of CPAs. We help accountants achieve financial success by strengthening their vision and using our innovative trading technology, experience, and firm-wide stability.

Discover how we are setting ourselves apart as a leading financial services firm.

INFO