Topline | Kevin Winters

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Kevin Winters

Intro Book

Investment professional with expertise in asset allocation and wealth management

Claim this Profile

Location

Newport Beach, California, United States, US

Skills

Asset Allocation
Alternative Investments
Investment Management
Asset Management
Mutual Funds
Investments
Investment Advisory
Financial Services
Investment Strategies
Etfs
Wealth Management
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Kevin Winters has a strong background in investment management, with skills in asset allocation, alternative investments, and wealth management. He holds multiple certifications from reputable organizations, including the CAIA Association and the CFP Board. Location is Newport Beach, California, which is a hub for financial services. Investment professionals with his level of experience and certifications, especially in asset management and wealth management, typically charge higher rates. Maybe around $200–$300 per hour? But considering his expertise and certifications, maybe higher. Some top investment managers can charge $400+. Let’s check averages. Investment managers with his background might average $250–$350. So I’ll estimate around $275

Bio

Generated by

Topline AI

Kevin Winters is a seasoned investment professional with expertise in asset allocation, alternative investments, and wealth management. He holds multiple certifications, including the CAIA Charter, Alternative Investment Analyst Charter, Certified Financial Planner, and Certified Investment Management Analyst.

Credentials

CAIA Charterholder

CAIA Association
Alternative Investment Analyst Charter (CAIA Charter)

CAIA Association
Certified Financial Planner (CFP)

CFP Board
Certified Investment Management Analyst (CIMA)

Investments & Wealth Institute

Gold Feature

Click to upgrade to our gold packagefor the full feature experience.

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Kevin Winters

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate