Ed Winegar, CRPC®

Ed Winegar, CRPC®

Vice President, Financial Advisor

Ed Winegar has been in the financial services industry since 1996. He brings his over 25 years of industry experience to his role as Vice President, Financial Advisor at Winegar Berg Wealth Management. He desires to know the goals, dreams, and aspirations of those he teams with so that a course of action can be planned to work towards the client’s goals. He has a passion for planning for the cash flow needs of today’s retirees. It goes beyond accumulating wealth; his goal is to create an income stream to help meet the needs of his clients upon retirement. Ed provides a different perspective on the challenges of global asset management and business transactions.

Ed values collaboration among the team in order to evaluate potential solutions for clients. Ed graduated from Texas State University with a BBA in Finance. He holds his Series 6, 7, 31, 63, 65, and Insurance licenses with LPL Financial.

Ed currently resides in Texas and is happily married to his wife, Kris, and has two boys. He is very active in his church, and he is passionate about working with the men’s ministry and teaching Sunday school. His family enjoys time together going RV’ing and four-wheeling.