William (Bill) Van Winkle, CFP®

William (Bill) Van Winkle, CFP®



William (Bill) Van Winkle, CLU®, CFP®, MSFS is a Certified Financial Planner, with his office since 1979 at 776 Shrewsbury Avenue, Tinton Falls, New Jersey.

As founding members of The Nautilus Group®*, Bill and Stuart have access to a team of seasoned professionals who assist them in creating the best solutions to meet their client’s needs.

Understanding the importance of education, he obtained his CERTIFIED FINANCIAL PLANNER™ cetification in 1985, followed by his Masters in Financial Services in 1996.

Active in the community, Bill has served on the Boards of the Visiting Nurse Association of Central Jersey, the Monmouth Conservation Foundation, the Riverview Hospital Foundation and the Meridian Health Care Foundation as well as being a Past President of the Brookdale Community College Foundation, The Holland Society of New York and the Root Beer and Checker Club. He has served on the Board of Directors of the Rumson Fair Haven Bank and Trust Co. and the Finance Committee of the Parker Family Health Center.

An avid sailor, Bill is Past Commodore of both the Shrewsbury Sailing & Yacht Club and the North Jersey Yacht Racing Association and holds a U.S. Coast Guard Captain’s license. He successfully completed five Newport, RI to Bermuda races as well as many varied other sailing experiences.

A graduate of Lehigh University, Bill holds BS degrees in Mechanical Engineering and Business Administration, conferred concurrently.

Bill and his wife Beverly have three adult children and six grandchildren and have resided for over 50 years in Little Silver, New Jersey.


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