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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 financial goals. As the primary liaison, Winston assists the advisory team with individual investment education, group seminars and the delivery and implementation of financial plans.
Prior to joining Retirement Benefits Group, Winston worked as an Account Manager at Cisco Systems.
Winston received his BS from University of California, San Diego. He currently holds his Series 7 with LPL Financial, his Series 66 with both LPL Financial and Retirement Benefits Group, and has a CA Insurance License.
CA Insurance Lic. #0J00358
When Winston isn’t in the office, he enjoys spending time with family and saltwater fishing. He also enjoys snowboarding and experimenting in the kitchen.