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Independent

     We are not associated or affiliated with any other organization.  We operate as an independent investment advisor. 

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Fiduciary 

     We serve only you, recommending actions that we judge are in your best interest.  We must disclose to you any conflicts of interest.

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Fee-Only

     We are compensated solely by the fees you pay to us.  We do not earn commissions, nor do we sell any financial or insurance products.

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We respect and protect your privacy

     We do not sell or give your information to anyone.  We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.  We protect the confidentiality and security of your personal information.  Click "Privacy Policy" below to read our complete privacy policy.

Learn more about our Firm

     We will provide all prospective clients with a copy of our current disclosure document, Form ADV Part 2A, and a brochure supplement, Form ADV Part 2B, which describe our firm and the advisory persons supporting our clients.  You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov by entering the firm's CRD#299409, or you may contact us to request a free copy via .pdf or hardcopy.

     You may also review our disclosures online by clicking "Disclosures" below.

Contact us for our Disclosure Documents

Our Team

Building trust with professionalism and integrity

George Windecker

Principal

Education

     George received his B.A. from Harvard University, an M.S. in Management (equivalent MBA) from the MIT Sloan School of Management, and a J.D. from American University Washington College of Law in Washington D.C.


Business Experience

     Before establishing Windecker Financial Planning LLC in 2018, George had a 20-year career as an attorney, focusing on international project finance, first at Rose Fulbright, then at Skadden, Arps, Slate, Meagher and Flom, and later at foreign law firms in the UAE, Norway, and Israel. Prior to his work as an attorney, he had a 15-year career as an international commercial lender with Citibank, N.A., at its Jakarta, Taipei, Beijing, and Kuala Lumpur offices.

     George serves as manager and President, and sole investment advisor representative of Windecker Financial Planning LLC.

George's Biography

 Read more about George by clicking the button below 

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Our Team

We love building products for you

Hilary Olsin-Windecker

Assistant Manager

Education

     Hilary earned both her B.A. and M.A. from the University of California at Los Angeles.

Experience

     She worked initially for the U.S. Information Agency  and then at the U.S. Department of State as a Career Foreign Service Officer from 1983 until 2017.  She retired with the rank of Minister-Counselor in the Senior Foreign Service.

     Beginning in December 2018, she has worked as a Re-Employed Annuitant at State and acts as assistant manager of Windecker Financial Planning LLC.

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Privacy Policy

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Disclosures

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