Scott D. Cole

Scott D. Cole

| CFP®, CDFA®

Cole Financial Planning and Wealth Management

(205) 477-5118

Contact Me

www.colefp.com

Fee-Only Financial Planner with offices in Birmingham and Huntsville, AL serving Alabama and the Southeast.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

P.O. Box 36608
Birmingham, AL 35236

7027 Old Madison Pike, NW
Suite 108
Huntsville, AL 35806

Scott Cole is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

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, ABC news.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, and 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 avowed 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.