Welcome to ClaraPHI!
  • Home
  • About Us
  • The Difference
  • Offerings
    • Practice Solutions
    • Products and Services
  • IBDs
  • Resources
  • AI Insight Login
  • Advisor Login
  • Client Website
  • Contact Us
Picture

hans winkler, CFP®
CERTIFIED FINANCIAL PLANNER™​ PROfessional

Hans began his professional career on Wall Street in 1997 at a boutique Private Investment Bank in Midtown New York. In 2001 he became a fully independent Financial Planner focusing on long-term client relationships and helping clients with investment, retirement, estate and insurance planning strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, Hans frequently incorporates a network of estate attorneys, insurance professionals and CPAs to develop comprehensive and individually tailored financial plans, to guide clients achieve their goals and protect their assets from potential downfalls. In addition to advising traditional financial clients, Hans specializes in working with sudden wealth recipients and the LGBT community’s unique financial planning needs. 
Picture
Claraphi Advisory Network, LLC 
​MAIN OFFICE
120 Vantis Drive, Suite 585
Aliso Viejo, CA 92656 / (949) 215-0025​
joinclaraphi@claraphi.com
PRIVACY POLICY
CALIFORNIA CONSUMER PRIVACY ACT DISCLOSURE
DISCLOSURE
Claraphi Advisory Network, LLC is an SEC Registered Investment Advisor  © Copyright 2020. All Rights Reserved
  • Home
  • About Us
  • The Difference
  • Offerings
    • Practice Solutions
    • Products and Services
  • IBDs
  • Resources
  • AI Insight Login
  • Advisor Login
  • Client Website
  • Contact Us