Jim Winokur - Financial Advisor

Jim Winokur - Financial Advisor I am passionate about helping people protect their quality of life and creating peace of mind. In my spare time, I enjoy skiing and biking.

I am a Wealth and Financial Advisor as well as a Registered Financial Consultant (RFC) at Advanced Retirement Strategies(ARS). My passion is devoting myself to helping Individuals and Businesses. Individuals and families with personal financial planning, particularly retirement strategies. Business owners, maximize owner and key employee benefits, protect owner investment, and provide employee ben

efit programs. I hold FINRA Series 65, 6, and 63 securities registrations as well as a Life & Health Insurance License. As an Investment Advisor Representative, I am able to provide services to assist clients with reaching their financial goals. I have a M.A in International Development from American University, Washington D.C. I play Lacrosse competitively. I reside in Cottonwood Heights, Utah.

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Address

Cottonwood Heights, UT
84047

Telephone

+14359907844

Website

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