Kevin Winters Email & Phone Number

Kevin Winters

Managing Partner, Co-Founder at Flatrock Wealth Partners | Newport Beach, California, United States

Kevin Winters Socials
About Kevin Winters

Kevin Winters, as the Managing Partner and Co-Founder of Flatrock Wealth Partners, LLC, plays a pivotal role in shaping the firm’s strategic vision and operational excellence. With a deep commitment to empowering affluent families, Kevin leverages his extensive expertise in financial services, asset allocation, and investment management to craft tailored wealth management strategies that resonate with each client’s unique aspirations. His leadership on the Flatrock Management Committee ensures that the firm remains at the forefront of industry trends, enabling clients to navigate the complexities of wealth with confidence.

Under Kevin's guidance, Flatrock Wealth Partners has embarked on several key projects aimed at enhancing client engagement and satisfaction. One such initiative focuses on integrating advanced portfolio management techniques, including the strategic use of bonds, equities, and hedge funds, to optimize investment outcomes. By fostering a collaborative environment, Kevin encourages his team to explore innovative investment advisory solutions that align with the firm’s mission: to liberate clients from the intricacies of wealth, allowing them to focus on what truly matters—People, Passions, and Purpose.

Kevin’s dedication to these pillars reflects his belief that a well-lived life is built on strong relationships, meaningful pursuits, and a clear sense of direction. His qualifications, including a Series 63 license, further bolster his ability to provide insightful guidance, ensuring that clients not only achieve their financial goals but also cultivate a legacy that embodies their values and vision. Through his leadership at Flatrock Wealth Partners, Kevin Winters continues to redefine the wealth management experience, making it both accessible and enriching for every client he serves.

Kevin Winters Work
1 experience icon

Managing Partner, Co-Founder at Flatrock Wealth Partners in September 2022 to Present

2 experience icon

Executive Vice President at PIMCO in August 2006 to September 2022

3 experience icon

Vice President at AllianceBernstein in December 2004 to July 2006

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Kevin Winters Skills

Financial Services

Mutual Funds

Asset Allocation

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About Kevin Winters's Current Company
Frequently Asked Questions about Kevin Winters

What is Kevin Winters email address?

Email Kevin Winters at [email protected]. This email is the most updated Kevin Winters email found in 2026.

How to contact Kevin Winters?

To contact Kevin Winters send an email to [email protected].

What company does Kevin Winters work for?

Kevin Winters works for Flatrock Wealth Partners

What is Kevin Winters's role at Flatrock Wealth Partners?

Kevin Winters is Managing Partner, Co-Founder

What is Kevin Winters's Phone Number?

Kevin Winters's phone (213) ***-*168

What industry does Kevin Winters work in?

Kevin Winters works in the Financial Services industry.

Kevin Winters Email Addresses

Email Kevin Winters at [email protected]. This email is the most updated Kevin Winters email found in 2026.

Kevin Winters Phone Numbers

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