Paul Winkler, AIF®

Paul Winkler, AIF®

Plan Consultant
Participant Communications Specialist

Paul started his corporate 401(k) and retirement planning career at Paychex in 2002. During his tenure, Paul assisted corporate and business clients with their retirement needs from plan design to executive and participant education. His experience ranged from startup plans with small employment staffs to multi-million dollar plans with employees.

Following his employment at Paychex, Paul joined UBS Financial Services as a Retirement Plan Advisor to continue his focus on the sales and service of 401(k) and retirement plan business.

Desiring to focus entirely on working with 401(k) and retirement plans, he then formed Focused 401(k) Partners. There are very few advisors in the Rochester-area who focuses on serving the qualified plan market. The core principles Paul has implemented are fee transparency, ability to provide Plan Fiduciary assistance and being independently objective.

Paul maintains his Series 7, Series 66 through LPL Financial, as well as his New York State Life and Health licenses and most recently became an Accredited Investment Fiduciary (AIF), a designation which exemplifies his commitment to a due diligence process.

Paul lives in Pittsford, NY with his wife Darlene and two daughters, Anna and Nora.