For more than two decades, Rich Winer has overseen the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees, and business owners from outside the entertainment industry. As a former professional musician who has performed with some of the world's top recording artists, Rich understands the special needs and concerns of people in the entertainment industry and how to help them meet their financial goals.
Rich specializes in Retirement Income and Distribution Planning, which involves the implementation of specialized strategies to minimize taxes on distributions from your IRAs and qualified plans, provide you lifetime income, and help you build and preserve multigenerational wealth. He has been mentioned and quoted in The Wall Street Journal, Investor's Business Daily, Financial Planning Magazine, The Los Angeles Business Journal, and other financial publications.
A Boston native and graduate of the University of Miami, Rich holds various securities and insurance licenses. He completed The College for Financial Planning's CFP Certification Professional Education Program but chose not to seek the Certified Financial Planner (CFP) designation. Prior to joining Steel Peak, Rich served as the president and CEO of Winer Wealth Management, vice president and director of Andover Securities Corp. (the largest specialist firm on the Chicago stock exchange), and owner and director of Moses Financial and Redwood Trading Corp. (market makers on the Chicago and Pacific stock exchanges).
Rich is an avid tennis player, accomplished, musician, and a dedicated philanthropist. As guitarist for Band From TV, he and actors Hugh Laurie, Greg Grunberg, James Denton, Bonnie Somerville and Bob Guiney raised millions of dollars for Save the Children, Pediatric Epilepsy Foundation, The Fender Music Foundation and Cure Autism Now and other charities. He has served as the Chief Financial Officer and director for The Fender Music Foundation, been actively involved with The International Myeloma Foundation and served on the advisory board for Alpine Academy, a non-profit residential treatment facility for troubled teens.
Rich resides in Woodland Hills with his wife, Diane, daughters Jenny and Abby, and their dogs Molly and Mozart and Molly.