leslie winegarden headshot


CERTIFIED FINANCIAL PLANNER™

Financial Advisor

LES@RSIINVEST.COM

 

A 35 year veteran of the financial services industry, Les Winegarden's designations include CLU® and ChFC® from The American College, and the highly regarded CERTIFIED FINANCIAL PLANNER™ certification from the College For Financial Planning. CERTIFED FINANCIAL PLANNER™ certification is hard-won, but to Les the effort was worth it. It's a great way for his community to identify financial planners who are committed to competent and ethical financial planning. As recently mentioned on the front page of The New York Times, individuals authorized by the CFP® Board to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process.

Les Winegarden has been delivering solid, objective financial counsel that has earned his clients' trust and help to enrich their lives. Combining extensive knowledge of the industry and principled leadership, Les doesn't simply find one of many strategies that might suit you - he helps you to create a strategy that is yours alone. One that addresses an array of possibilities. Les earned a Bachelor of Science degree in Business Administration and Economics from the University of Wisconsin - Stevens Point.

He has completed the following the exams: Series 6 (Investment Company/Variable Contract Products), Series 7 (General Securities), Series 22 (Direct Participation Programs), Series 24 (General Securities Principal), Series 26 (Investment Company Products/Variable Contracts Limited Principal), and Series 63 (Uniform Securities State Agent).

Les has been a guest speaker at Retirement Seminars for Early Retirees of U.S. West/Qwest Communications and AT&T, in addition to Private Retirement Planning (PRP)Workshops for the Accounting and Medical Professions throughout Colorado. A resident of Coloradosince 1972, he currently resides in Castle Rock.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.