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 25 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, as a Certified Financial Planner, (CFP ®) specializes in comprehensive financial planning, where he helps his clients discover and fulfill their short and long-term goals. He uses a holistic approach to build relationships with his clients and understand each of their unique situations. 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.
After losing his wife, Diane, suddenly in 2023, Rob enjoys spending time with his 3 children and 6 grandchildren. He also enjoys skiing, racquetball, golfing, and hiking.