Richard Winters
Richard
Winters brings to the table a well rounded balance of financial education,
mortgage banking experience and financial strategy credentials.
Richard began his career graduating with a degree in Real Estate and Finance from California State University. Over the next decade, Rick became a partner in two high-profile mortgage brokerage firms, funding over half a billion in quality residential loans. As a result of his strong reputation, years of experience and personal connections, Winters Financial Group enjoys preferential treatment with many respected local and nationwide banks.
In order to better serve the needs of his clients; Rick Winters took and passed the series 7 , series 63, series 65 , and Insurance designation tests, which allows him to counsel clients not only in mortgage requests, but also to offer smart program choices for long-term financial strategies. Rick prides himself on helping clients to identify and achieve their lifelong dreams.
Rick enjoys coaching soccer and baseball for local youth sports. To demonstrate his commitment to his community, he joined the Conejo Las Virgenes Future Foundation in 2000 and served as an Executive board member for 2 years.
