Winston Ventura

Winston serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly 15 years of experience in the financial services industry, Winston has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a Wealth Advisor at a national independent investment advisory firm, where he was involved in investment management, retirement income planning and comprehensive financial planning.

Winston earned his Bachelor of Science degree from the University of California, San Diego.

Winston and his wife, Stephanie, are proud parents to their daughter, Chloe, and goofy labradoodle, Graham. Outside the office, Winston enjoys offshore fishing, golfing, and spending time in his vegetable garden.