Sandy Porter is a well-respected financial counselor, lecturer, and educator in the state of Georgia. For the past 20 years she has worked with individuals to bring wisdom and clarity to their financial questions and concerns. More importantly, she has helped her clients find peace of mind with their money. She is a master teacher/communicator and is able to help clients better understand how to align their money with their life needs and goals. She has served as an Adjunct Professor for the College of Financial Planning, teaching the techniques and principles of the financial planning disciplines to CFP® candidates.
Certified Financial Planner®, licensed by the CFP Board of Standards in 1988 Chartered Retirement Planning Counselor
Bachelor of Arts Degree Master of Arts Degree
Columbia College, in Columbia, SC Scarritt College in Nashville, TN
1988 – Present
1986 – 1988
1979 – 1986
1976 – 1979
Certified Financial Planner® Independent fee-only practice IDS Financial Services Walker Capital Management Nordson Corporation
Sr. Market Specialist Mgr. Marketing Services
Mgr. Training and Development
For additional information please contact Sandy to receive Form ADV, Part II.