Back to All People

Client and Corporate Services

Biography

Winky is a Principal based in the North Bay office. He is a member of the firm’s Client and Corporate Services department.

Prior to joining Cerity Partners, Winky was the Controller for Brouwer & Janachowski where he was responsible for the financial operations of the company, preparing financial statements, creating financial reports and dashboards, and overseeing the annual financial audit. He’s an expert at distilling complex financial, administrative, and operational processes into simple and elegant reporting that helps management operate the company efficiently.

Prior to joining Brouwer & Janachowski, Winky was the Controller for FCE Benefits, Accounting Manager for Creative Food Concepts, Senior Consultant for Robert Half International, Senior Financial Analyst/Accounting Manager for Monogram BioSciences, and held various financial analyst and accounting manager positions at Trapeze Networks, InSite Vision, Theravance, Waste Management, and Norcal Waste Systems.

Education

  • B.S. in Business Administration with a concentration in Accounting and Finance from San Francisco State University

Q & A

Was there a specific incident in your life that made it clear you were made for this career?

I worked on a project (from my previous career in Waste Management) that resulted in saving the company over $1.5 million of accrued expenses. That opened my eyes and allowed me to see the value of what I do as an accounting/finance professional. It is not just “a number” — it has a significant impact on the firm’s bottom line.

What differentiates Cerity Partners from other firms in our space?

We always put our clients’ interests first. That’s why we are a fees-based only advisory firm and stay independent by not accepting any commission from a third party.

Why is your specialty important, especially today?

I support our CFPs in various aspects (back-end office/system support, billing, etc.) so they can focus on serving our clients.

Request an Introduction to Winky Liu

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client and Corporate Services Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.