Top 100 People in Finance magazine

I am deeply honored to be recognized by the “Top 100 People in Finance” magazine as a leading professional in the financial services industry. This acknowledgment is not only a reflection of my personal commitment but also a testament to the enduring support and trust of my clients and colleagues. Thank you to “Top 100 People in Finance” for this esteemed recognition.

For a closer look at what the magazine has to say about my journey and contributions, please scroll down to read excerpts from the feature.

Jim Winokur, a distinguished professional in the realm of retirement planning and wealth management, stands as the epitome of dedication and empathy in the financial services industry.

With a robust background spanning over two decades and multiple sectors of the financial industry, Jim has traversed the landscape of both large national insurance firms and intimate boutique companies. Jim’s expertise lies in retirement planning, wealth management, long-term care, and Medicare.

His qualifications speak volumes, an RFC holding multiple securities designations, as well as being long-term care certified and possessing a Master of Affairs degree in international development. His accolades don’t end there; he has been featured on Yahoo Finance, Bloomberg, MarketWatch, and Fox. In 2016, Jim founded Win Retirement Solutions with a focus on serving high-net-worth individuals. However, he recognized the pressing need for assistance among Main Street Americans. This realization prompted the creation of Retire with Jim in 2021, dedicated to empowering those who have diligently prepared for retirement but find themselves underserved in the financial landscape.

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