This is Bill Winterberg’s first appearance on the IA 25. Click here to view the complete list and Special Report schedule for extended profiles for each of the 2013 IA 25 honorees.
Bill Winterberg, a certified financial planner with a bullish view on the future of technology in the advisor space, describes himself as squarely positioned in the Gen X/Gen Y demographic.
A tech columnist for Morningstar Advisor and tech contributor to the Financial Planning Association’s (FPA) Journal of Financial Planning, Winterberg also consults with advisors on choosing the right solutions for their practices. His experience comes from his background as an embedded software engineer for Hewlett-Packard Co. and app-heavy LeapFrog Toys.
“I’m financial advisors’ best opportunity or worst nightmare, depending on their technological capabilities,” said the Atlanta-based road warrior who spends about one-third of his year traveling around the country as a consultant and speaker.
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For those who can’t see him live, no problem. Winterberg is founder and CEO of FPPad.com, a website designed to provide technology insights about financial planning. FPPad offers regular video broadcasts featuring Winterberg and guests discussing topics ranging from Internet security to reviews of Windows 8 and opinions about the iPad.
“I do my best to walk the walk by embracing video, by pushing out iTunes podcasts and by reaching out to the advisor audience in as many convenient ways as possible,” Winterberg said.