Windecker Financial Planning LLC
Windecker Financial Planning LLC
About Us
Independent
Independent
We are not associated or
affiliated with any other
organization. We operate as an independent investment advisor.
Fiduciary
Fiduciary
We serve only you, recommending actions that we judge are in your best interest. We must disclose to you any conflicts of interest.
Fee-Only
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.
We respect and protect your privacy
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
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.
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.
Our Team
Our Team
Building trust with professionalism and integrity
Building trust with professionalism and integrity
George Windecker
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.
Hilary Olsin-Windecker
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.