Paul Winter

Founder, Five Seasons Financial Planning

In 2004 Paul established Five Seasons Financial Planning, a registered investment advisory firm in the state of Utah, to offer his investment expertise to clients and to provide them with professional, Fee-Only financial planning and investment management services. Paul is a CFA charterholder and a CERTIFIED FINANCIAL PLANNERTM practitioner, and has two business degrees that also aid him in serving clients.  He graduated from Columbia University in New York City with an MBA, where his majors were Money and Financial Markets and Finance. While attending Columbia University, an Ivy League institution whose finance program is perennially ranked in the top 3 in the country, Paul was named a Dean’s Scholar and was granted membership in the Beta Gamma Sigma honor society.  He also graduated with Great Distinction and received a Bachelor of Commerce degree from McGill University in Montreal, where he majored in Accounting and Management Information Systems.    

An avid skier for 35 years, Paul plays squash regularly to stay fit and has become hooked on fly-fishing.  He can also be seen hiking the Wasatch and Uinta mountains with his wife Beth, daughter Ashley, and their bagel hound, Danica.

Past Appearances

Your Money: September 6, 2016

Host Kent Smetters is joined by Remi Trudel (Assistant Professor of Marketing, Boston University Questrom School of Business), Joe Tomlinson (Managing Member, Tomlinson Financial Planning , LLC), and Paul Winter (Founder, Five Seasons Financial Planning) on the Tuesday, September 6, 2016 edition of Your Money.Read More

Air Date: Tuesday, September 6, 2016


On Wharton Business Radio

Your Money: May 8, 2018 Episode Featured ImageYour Money: May 8, 2018

Host Kent Smetters is joined by Andrew Rosenberg (Owner, Law Office of Andrew G. Rosenberg, Esq.), Rob Schmansky (Founder, Clear Financial Advisors), and Paul Winter (Founder, Five Seasons Financial Planning) on the Tuesday, May 8, 2018 edition of Your Money.

View Episode