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Scott D. Cole, CFP®

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Scott D. Cole, CFP®

Cole Financial Planning and Wealth Management, Inc.
P.O. Box 36608
Birmingham AL 35236


Specialties and Fee Structures: Retirement Planning, Women in Transition, Small Business Retirement Plans, Wealth Management, Hourly, Fixed Fees, Assets Under Management

About

Scott D. Cole, CFP®, CDFA® is the founder, principal and president of Cole Financial Planning and Wealth Management, Inc. He grew up in the metro Birmingham area. Scott has degrees from Samford University, Southwestern Theological Seminary and the University of Alabama.  

Scott’s work and expertise has been widely recognized throughout the country. He has been quoted in such venerable publications as the Wall Street Journal, Money Magazine, Washington Post,  US News and World Report, ABCnews.com and many more. Locally, Scott has been the long time financial expert for Alabama's 13 for the weekly Money Matters segment.  He speaks frequently to organizations, businesses, congregations and other non-profits on a variety of financial issues. Scott serves as an adjunct professor in the University of Alabama's well known financial planning division of the College of Human Environmental Sciences teaching "Retirement Planning and Employee Benefits".  In 2006, he was awarded the Jack Davis Award for Professional Achievement by the University of Alabama’s College of Human Environmental Sciences.   

Scott currently lives in the Birmingham area, with his wife Tracy and his two daughters Emerson Grace and Lily Hawkins.  He is an avid fisherman, enjoys college sports, a big supporter of the US national teams in soccer and a long suffering Aston Villa fan.  He has a great love for books and speaking and has a weakness for doughnuts and electronic gadgets.

Contact Me

Phone: (205) 477-5118

Specialties and Fee Structures: Retirement Planning, Women in Transition, Small Business Retirement Plans, Wealth Management, Hourly, Fixed Fees, Assets Under Management

My Email: scott@colefp.com

My Website: http://www.colefp.com

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