Winston Waring, ChFC®, CLU®
Your Personal CFO
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Serving Clients Nationwide
Your Personal CFO
Areas of Focus
- Business Owners
- Business Transitions
- Financial Planning
- Investment Management
- Legacy Planning
- Life Insurance
- Long-Term Care
- Retirement Planning
- Tax-Efficient Planning
About Winston Waring, ChFC®, CLU®
Winston Waring is a husband, father and financial guide to the best clientele. His wife and family are the two aspects of life that matter most.Winston got into the business by way of his dad, a financial advisor who began his career in 1973 and is still going strong. Winston works independently of his dad.
Winston’s practice focuses on comprehensive financial planning, with an emphasis on what he calls the four pillars of a client’s financial picture.
The four pillars are:
▪️ Investment Planning - Aligning your investments to you and your risk awareness
▪️ Tax Planning - Minimizing taxes wherever possible
▪️ Estate planning - Directing your assets to whom you desire
▪️ Retirement planning - Analyzing how long your money will last based off your unique needs
Using a lens beyond money alone, all new clients take a brief, in-depth personality test for Winston and team to communicate best and know a client at their core.
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Licenses held are Series 66, Series 7, Life and Health for the state of Arizona and California. Securities licenses currently held in CA, AZ, CO and VA. Winston also holds two designations from the American College of Finance - the Chartered Financial Consulting (ChFC) as well as the Chartered Life Underwriting (CLU).
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Primary Location
7702 E Doubletree Ranch Rd Suite 300, Scottsdale, AZ 85258
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Commissions
- Fee Based
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Ameriflex® Group
We're guided by a genuine desire to help those we serve with comprehensive knowledge, compassion, and at our highest level helping steward their lives with confidence and peace. Together, we build a business grounded in trust, fueled by purpose, and driven by a genuine love for our people.Why Work With Us
We focus on quality over quantity. It’s not how many clients we have but the quality of each relationship that matters. Mutually beneficial for all involved.
What I Do For My Clients
✔️ Investment Oversight Service
✔️ Life Insurance
✔️ Business Transition Advisory Services
✔️ Tax Reduction Planning
✔️ Retirement Income & Distribution Planning
✔️ Family Wealth Planning
✔️ Client Services & Communications
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The Ameriflex Group. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.
Education
Arizona State University, Business Management, Marketing, and Related Support Services | Santa Barbara City College, Associate's degree, American History
Hobbies and Interests
- Family
- Hiking
- Music
- Reading
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Families
- Intergenerational Families
- Young Families
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Winston Waring Review
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