Winkler Financial Planning

Who We Are

Scott Winkler, CPA/PFS, CFP

Scott Winkler, CPA/PFS, CFP

Scott Winkler is the founder and principal of Winkler Financial Planning (WFP), a Fee-Only financial planning and Registered Investment Advisory firm with offices in Norcross and Roswell Georgia. WFP provides professional retirement plans and investment management. 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 retirement plan.

Scott is an experienced financial services professional with over 35 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).

Affiliations