Insurance Whisperer partners with professional advisors to review, develop and implement insurance and estate planning strategies and products for families, trusts, and business owners that seek to accomplish a variety of complex financial goals.
With extensive advanced insurance, planning, tax, and legal resources, Insurance Whisperer can work directly with you, your client and other professionals to assist in complex cases.
Head of Insurance
CA insurance license 0G10586
Dave Winkler has been a vital member of a team for over ten years that has been recognized by Worth magazine as being one of the Top 250 Wealth Planning firms in the country. This distinction is based on the firm’s approach to client service, design, and implementation of advanced planning strategies, and on leadership contributions to the industry. Dave earned his BS from the University of Notre Dame.
Honored Instructor 2017,
UC Berkeley Personal
CA insurance license OM15227
Michelle Chen has enjoyed a 16 Year career in banking, insurance, and financial planning.