CJ Winchock says life events are often the reason clients first decide to visit Delphi for guidance. Whether you’re newly married and looking for advice on an investment account, starting a new job and need to transfer an existing 401K, purchasing a home and comparing financing options or saving for college or retirement, you can find the answers at Delphi.
Typically, in an initial meeting, CJ will work to understand the specific needs of his clients, clarify how the advisory relationship will work and explain the policies and fee structures. With these basics in place, he explores and recommends the plan that will work best.
Adept at research, with access to a complete range of technological assets from both Delphi and Lincoln Financial Advisors, CJ inputs and accesses up-to-the-minute information and interprets the results. He is highly skilled at working within the software to understand and manipulate the available data. Along with his tax mitigation strategies and insurance knowledge, he can get answers from all Financial Planners on the Delphi Team.
“My access to each of the senior Planners here is an advantage for my clients. I have learned from truly caring and capable mentors. I appreciate their opinions, and am constantly learning, which keeps me open to a wide range of perspectives and options for my clients.”
CJ has been working with customers of Delphi for more than 6 years. Starting as an intern during his studies in Accounting and Finance at Immaculata University, he worked his way through the ranks to earn the Financial Planner title. He holds his Series 7, 63 and 66 FINRA Licenses as well as a Life/Accident & Health insurance License. CJ and his wife LeighAnn live in Chichester, Pennsylvania, having just returned from their honeymoon trip to Norway, Switzerland, Rome & Positano.
To begin working on a financial strategy for your life’s transitions, set up a meeting with CJ today.