Paul Winkler, AIF®, CPFAWealth Manager & Retirement Plan Consultant
Paul brought more than two decades’ experience when he joined ESL Investment Services in 2022, bringing his expertise in retirement plan services for business clients and their employees. As a Wealth Manager and Retirement Plan Consultant, Paul works closely with the ESL team of wealth management professionals to provide retirement plan consultant services, investment oversight assistance, fiduciary governance support, employee education, and plan education services for businesses throughout Greater Rochester. His responsibilities also include assisting area businesses with retirement plan consulting for Employer-Sponsored Retirement plans.
To flesh out his extensive experience, Paul holds industry designations of Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor (CPFA), and a Bachelor’s in Business Administration from SUNY Brockport. Paul also volunteers his time with the Pittsford Chamber of Commerce where he serves on the Membership Committee.
In his free time, Paul enjoys spending time with his wife and two daughters. He also enjoys boating, skiing, cycling, and traveling.
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