We Are A Ffduciary
Being a fiduciary means holding a legal and ethical responsibility to act in someone else’s best interest. It’s a role built on trust, where the fiduciary must prioritize the needs of their client or beneficiary above their own, whether managing finances, investments, or other sensitive decisions. This duty demands transparency, loyalty, and careful judgment to avoid conflicts of interest and ensure that every action supports the client’s goals and well-being.
What We Do
A financial planner can be a game changer when it comes to turning long-term goals into achievable milestones. They bring structure to your financial life—helping you build budgets, manage investments, and prepare for major life events like retirement or buying a home.
Our Team
Charles S Stoll
CFP, PFS Managing Member Winning Points Advisors, LLC (WPA) Boca Raton, FL
John Brandt
Vice President and Portfolio Manager Winning Points Advisors, LLC (WPA)
Doug Alden
Investment Advisor Representative Winning Points Advisors, LLC (WPA)
Robert Gearing
Investment Operations Officer Winning Points Advisors, LLC (WPA)