Scott Winkler

Scott Winkler

Winkler Financial Planning, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2006

Areas of focus:

  • Educational Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about Scott Winkler:

Scott Winkler is the founder and principal of Winkler Financial Planning, LLC, a Fee-Only financial planning and Registered Investment Advisory firm located in Norcross, Georgia. WFP is committed to providing professional financial advice and custom financial and retirement plans to individuals and families. There are no minimum income or asset requirements and advice is offered on an hourly, as needed basis.

Scott believes that individuals should be actively involved in the development of their financial plan. He carefully considers their future goals and concerns and incorporates their unique perspective into the plan. Also, he offers an interactive session to explore various scenarios and to help clarify issues and concerns. The end result is a unique and highly customized financial plan.

Scott is an experienced financial services professional with over 30 years of experience in taxation. Prior to founding WFP, he was employed by SunTrust Bank for many years as part of the Wealth and Investment Management line of business. As a CPA, he has experience in the accounting profession. He graduated cum laude with a BBA in accounting and has an MBA with a concentration in finance, both from the University of Memphis.

He successfully passed the rigorous and comprehensive Certified Financial Planner examination in 2000 and was awarded the Personal Financial Specialist (PFS) designation by the AICPA in 2002. Scott is a member of many professional organizations including the Financial Planning Association (FPA), The American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).

Compensation and Fee Structures:

Hourly, Fee-Only

Licenses, Certifications & Affiliations:

CPA/PFS, CFP

Education:

BBA, University of Memphis MBA, University of Memphis

Will provide references upon request?

Yes


Further information about Winkler Financial Planning, LLC:

(Size of firm: 0-9 advisors)

Winkler Financial Planning is an independent Fee-Only financial planning firm providing professional advice and custom financial and retirement plans. There are no minimum income or asset requirements and advice is offered on an hourly, as needed basis. Services include innovative financial strategies, tax planning and creative solutions for unique situations. Also, we can provide advice for the design and implementation of a low cost tax efficient investment portfolio.


Contact Information for Scott Winkler

Phone: 770-447-0059
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Fax: 770-448-0191

Address for Scott Winkler:
6015 Atlantic Boulevard
Suite G
Norcross, GA, 30071

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