Alexis Winder, Financial Advisor located in Hollister, CA

Financial Advisor
Alexis Winder

MA, CFP®, CEPA®, AAMS®
400 San Benito Street, Suite 101, Hollister, CA 95023opens in a new window
Referrals Only
Serving clients with $500,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Pets
  • Photography
  • Volunteering
  • Outdoor Enthusiast

Team Members

  • Judy Vargas
    Sr. Branch Office Administrator
  • Courtland Thompson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(831) 664-9245

Fax

(855) 519-6905

Office Address

400 San Benito Street
Suite 101
Hollister, CA 95023opens in a new window

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