Scott Winkler (CFP®, CPA/PFS)

Scott Winkler focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Our services include:

  • Investment Portfolio Management
  • Retirement Plans that are tailored to your specific goals and values
  • Retirement Distribution Planning for those near retirement or no longer working
  • Financial Advice for a Surviving Spouse

Additional Information

Scott is an experienced financial services professional with over 40 years of experience in taxation. Prior to founding WFP, he was employed by SunTrust Bank in 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 in Finance, both from the University of Memphis.

 

He successfully passed the rigorous and comprehensive Certified Financial Planner (CFP)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) and The American Institute of Certified Public Accountants (AICPA).

NAPFA Start Date

August 13, 2007

Submit
Submit

This Office

3295 River Exchange Drive, Suite 561 Peachtree Corners, GA 30092 Phone: (770) 447-0059 Fax: (770) 448-0191

Other Offices

300 Colonial Center Pkwy Ste 100 Roswell, GA 30076-4892 Phone: 770-447-0059 Fax: 770-448-0191