Joshua Winterswyk
CFP®
RPA Wealth Management
Financial Advisor
Joshua Winterswyk
CFP®
RPA Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joshua Winterswyk, CFP®
Fee-only financial planner located in Claremont, CA, serving clients throughout the Inland Empire and Southern California.
Joshua Winterswyk is a Claremont, CA fee-only financial planner. RPA Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joshua Winterswyk is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joshua had planned to study medicine—until a high school economics course changed his mind. That course ignited a passion for personal finance that propelled him to earn degrees in business and finance. He launched his career in finance at Citibank—but soon realized it wasn’t quite what he wanted. Though he appreciated the wide-ranging experience the job provided, he wanted to help people more comprehensively than his work allowed. That’s when his mentor and RPA’s founder, Brent Pasqua, reached out to him.
Today, Joshua helps clients achieve their goals by offering the comprehensive financial planning he had long envisioned. As an advisor, he helps meet the financial and investment needs of clients, including retirement planning, budgeting, and insurance analysis. He loves the process of putting a plan together that his clients can easily understand and deepened the impact he can have by attaining his CERTIFIED FINANCIAL PLANNER™ designation.
Joshua Winterswyk is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At RPA Wealth Management, we believe in tailor-made financial planning. Based in Claremont, California, our Registered Independent Advisory firm makes our clients' goals in life central to everything we do. As a fee-only, fiduciary firm, we reinforce our personal focus with a commitment to putting clients' best interests first -- always.
Our advisory firm offers:
- A one-on-one relationship with a financial advisor and the expertise of a team
- A long-term perspective to helping our clients achieve their goals
- Expertise of financial professionals including the CERTIFIED FINANCIAL PLANNER™ designation
- Carefully vetted technology to help clients achieve financial clarity and make informed decisions
- Flexible service tiers to help meet clients where they are in life
We work with clients throughout California's Inland Empire, as well as Orange, L.A., and San Diego counties. Some of the people we work with include:
- Pre-retirees and retirees
- Individuals seeking support through a challenging life passage
- Physicians
- Small business owners
Our firm goes beyond traditional cookie-cutter financial planning to offer personalized service and comprehensive planning. Our services include:
- Retirement planning
- Financial planning
- Investment management
- Budgeting and cash flow analysis
- Tax planning
- Debt management
- Insurance review
- Estate planning
- Business succession and exit planning
- Social Security maximization
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Small Business Owners
- Individuals Seeking Support
- Doctors
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Joshua Winterswyk
Office Locations:
-
419 Yale Ave
Claremont, CA 91711
