Robert Winston, CFP®
Certified Financial Planner
Rob Winston believes that life is not about how much money you have, but about managing it in a way that allows you to enjoy life to its fullest. He was drawn to the financial services industry by finding great pleasure in helping others pursue their dreams. Being the founder of Vision Financial Management has brought Rob’s passion to life. With over 20 years of experience, he encourages his clients to focus on what they can control by creating customized financial plans that allow them to embrace life’s ongoing changes with both peace of mind and security.
Rob specializes in comprehensive financial planning, where he helps his clients discover and fulfill their short and long-term goals. He uses a wholistic approach to build relationships with his clients and understand each of their unique situations. His process, The Vision Process, allows him to develop customized plans based on each client’s individual goals and needs. These plans are developed in such a way that they are adaptable to life’s changes, ensuring that he never loses sight of his clients’ futures.
During his free time, Rob enjoys spending time with his wife, Diane, and their 3 children. He also enjoys skiing, racquetball, golfing, and hiking. He is an active member of the Cuyahoga Falls community, being a member of the Chamber of Commerce and a Summit Christian School board member.