ADELAE WINTERS
WEALTH ADVISOR
About
Adelae joined the firm in 2014 as a wealth management assistant and later transitioned to wealth advisor. She finds fulfillment in assisting clients on their path to success by taking a technical and detailed approach to her job. One of Adelae’s favorite parts of her job is collaborating with clients during some of the most meaningful moments of their lives about their wealth, their legacy, their struggles and triumphs.
Adelae was born and raised in North Central Washington and attended Wenatchee High School where she met her husband and together they have two children. She later attended Wenatchee Valley College and Washington State University for undergrad. She holds securities licenses 7 and 66, Washington State life, disability and long-term care insurance licenses and is a notary public. Adelae’s areas of expertise are helping clients by offering trusted advice that spans their complete financial picture through financial planning, asset management, retirement planning and distribution strategies.
In her spare time, you can find her volunteering at her church, mountain biking, skiing, boating, gardening, cooking, baking and traveling with her family.
Areas of Practice
Financial Planning, Retirement Planning, Insurance Planning, Business Planning, Investment Management, Education Planning, Estate Planning, Special Situation Planning
Experience
Education
- Wenatchee Valley College
- Washington State University
- FINRA Securities Licenses, Series 7 and 66
- Washington State Life, Disability and Long Term Care Insurance Licenses
- Notary Public, Washington State
Community
Associations
Contact
- (509) 663-1661
- adelae@cnccpa.com
ARTICLES BY ADELAE WINTERS
Combined Life & Long-Term Care Insurance: How it Works
5 Ways to Freshen Up Your Finances This Spring
Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs
Ensuring Financial Safety During Mid-Term Elections
Retirement Seen Through Your Eyes
Separating the Signal from the Noise
Budget Check-Up: Tax Time Is The Right Time
Choices for Your 401(k) at a Former Employer
Long Term Care Tax?
Congratulations to Adelae Winters and her newborn!
Serving at the Wenatchee Lighthouse
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Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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