Scott M. Winkler,  CFP<sup>&reg;</sup> - Financial Advisor

Scott M. Winkler, CFP®

CPA/PFS

Principal

Winkler Financial Planning, LLC

300 Colonial Center Pkwy, Suite 100
Roswell, GA 30076

Winkler Financial Planning, LLC

3295 River Exchange Drive, Suite 561
Norcross, GA 30092
(770) 447-0059

General

Scott Winkler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Winkler Financial Planning, LLC in Roswell, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement

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