Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
CJ Winchock
Owner/President
With a degree in finance and accounting from Immaculata University, I have dedicated my career to helping individuals and families navigate their financial futures with confidence. As the founder of Winchock Financial Planning, I take pride in the trust my clients place in me, guiding them through personalized financial strategies tailored to their unique goals.
My expertise spans investment management, retirement planning, tax-efficient strategies, and estate planning, ensuring my clients have a comprehensive roadmap to financial security. Holding Series 7, Series 63, Series 66, and life licenses, I am committed to staying ahead of industry trends and regulations to provide the highest level of service.
Beyond my professional life, my wife and I reside in Delaware County, where we are excitedly preparing to welcome our first child. When I’m not working with clients, you can find me on the golf course, at the hockey rink, or at the bowling alley—three passions that keep me both competitive and grounded.
I look forward to the opportunity to help you achieve financial confidence and success.