Winston Ventura is a Wealth Advisor at SageView Advisory Group. With a specialization in guiding individuals through significant life transitions, such as retirement, new job, divorce, or loss of a spouse, Winston is committed to empowering clients to achieve their financial goals.
Drawing upon a deep understanding of the challenges that accompany major life changes, Winston provides personalized guidance to ensure a seamless financial journey. With a comprehensive approach that encompasses investments, taxes, insurance, and estate planning, he develops holistic financial plans tailored to each client's unique circumstances.
Prior to joining SageView Advisory Group, Winston served as a Financial Advisor at Retirement Benefits Group, where he worked closely with numerous individuals, delivering ongoing investment education and equipping them with the necessary resources to plan for a more secure future.
He currently holds FINRA Series 7 and Series 66 licenses as well as a CA Life & Health Insurance license.
When Winston isn’t in the office, he enjoys golfing and saltwater fishing in sunny San Diego.