Stuart W. Van Winkle, CFP®

Stuart W. Van Winkle, CFP®

Partner Stuart holds the CFP® certification and FINRA series 7 and 63 registrations, and has been in the financial services industry since 1986. His experience is broad, having worked with the sales and implementation of Corporate Employee Benefit & 401(k) Retirement Plans, as well as Personal Wealth Management, Retirement and Benefit Planning. Stuart is married, lives in Monmouth County NJ, and has one adult daughter. He is a graduate of CBA in Lincroft NJ, and has a BS Degree in Business from Lehigh University, Active in his community, Stuart served as an elected official in his hometown as Councilman for 12 years and was at times Borough Council President and chair of the Finance Committee. He has held leadership positions in numerous organizations both socially and professionally, including the National Association of Insurance and Financial Advisors, where he is involved with offering guidance to Legislators in Washington DC concerning issues that pertain to the Financial Services Industry. Stuart was a founding Board member of the Monmouth County Chamber of Commerce Educational Foundation. In addition to serving his clients, Stuart's passions are spending time with his family, sailboat racing and skiing.


Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.


Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.


Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients