About Sandy


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

Southern Airways
       Mgr. Training and Development 

For additional information please contact Sandy to receive Form ADV, Part II.