Principal
Current
Mar 2018 - Present
AeroLeads people directory · profile
Josh Scandlen, Cfp®, Ms Email & Phone Number
Helping You Retire With MORE Social Security and Less Taxes
at
Heritage Wealth Planning
1 work email found
@heritagewealthplanning.com
2 phones found area 470
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping You Retire With MORE Social Security and Less Taxes
Location
Alpharetta, Georgia, United States
Who is Josh Scandlen, Cfp®, Ms? Overview
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Quick answer
Josh Scandlen, Cfp®, Ms is listed as Helping You Retire With MORE Social Security and Less Taxes at Heritage Wealth Planning, based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at heritagewealthplanning.com, phone signal with area code 470, and a matched LinkedIn profile for Josh Scandlen, Cfp®, Ms.
Josh Scandlen, Cfp®, Ms previously worked as Principal at Heritage Wealth Planning and Senior Wealth Manager at Usaa. Josh Scandlen, Cfp®, Ms holds Bachelor'S Degree, Economics from George Mason University.
Company email context
Email format at Heritage Wealth Planning
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{first}@heritagewealthplanning.com
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AeroLeads found 1 current-domain work email signal for Josh Scandlen, Cfp®, Ms. Compare company email patterns before reaching out.
Profile bio
About Josh Scandlen, Cfp®, Ms
Social Security and Tax Planning go hand in hand. To overlook one, or Heaven forbid BOTH, means to be missing a huge opportunity for your retirement and legacy planning. But it gets worse than just that.. If you are married, by not understanding how Social Security and Taxes work together you could be leaving your spouse a huge TAX BOMB; To be realized only when it's way too late to do anything about. Take action now! Grab your 1040, grab your Social Security benefit statement from SSA.gov and let's see where you stand.I have nothing to sell you and I do not manage money. I only provide exceptional financial advice which I believe will help you increase your guaranteed income from Social Security, which is taxed very favorably by the way. And reduce the overall tax burden your family will pay over the years. Contact me now. Or go to my website to learn more. C: 470-484-6810 / O: 770-576-1620 / www.heritagewealthplanning.com / josh@heritagewealthplanning.comJosh Scandlen is a CERTIFIED FINANCIAL PLANNER Practitioner and holds a Master's of Science degree in Personal Financial Planning. He served 4 years as a light infantryman in the US Army which paid for his college via the GI Bill and Army College Fund. Josh and his beautiful wife, Charlotte, have four children and are blessed each day to live in the United States.Josh was raised on a small island in Maine. While he has lost his accent, he still loves the sport of hockey, and the Boston Bruins.
Listed skills include Estate Planning, Investments, Tax Advisory, Retirement Planning, and 2 others.
Current workplace
Josh Scandlen, Cfp®, Ms's current company
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5 roles · 39 years
Josh Scandlen, Cfp®, Ms work experience
A career timeline built from the work history available for this profile.
Senior Wealth Manager
* Initially worked exclusively with members on the phone to engage in comprehensive financial planning.* Soon rolled out offices in Philadelphia and then Alpharetta, GA to engage our most affluent members in all aspects of financial planning, from investment management to estate, insurance and tax planning.* Conducted seminars from Bangor, Maine to Valdosta, GA to Starkville, MS to PIttsburgh, PA and all points in between to educate affluent members of various estate and tax difficulties they need to address. * Earned "Exceeds Expectations" or higher ranking every year with USAA.* Earned "Far Exceeds" ranking twice.
2008 - Mar 2017
Financial Advisor
* Worked face to face with Individual investors and business owners.* Proposed and implemented investment recommendations based on risk tolerance. * Developed retirement planning scenarios using safe withdraw rates(SWR).* Help business owners initiate Qualified Retirement Plans for their firms. * Engaged with participants to offer investment guidance and retirement planning projections. * Did educational seminars from prospects and clients in Western Virginia and Eastern West Virginia.
2004 - 2008
~4 yrs
Investment Advisor
* Spoke to nearly 100 investors daily who had inquiries about Vanguard Funds. * Discussed risk tolerance, asset allocation, fees and performance.* Directed investors on where they could get more detailed information on Vanguard funds, tax forms and other information on Vanguard.com.* Confirmed account titling, beneficiary designation and RMD information with Vanguard investors.
Apr 1998 - Jul 2000
Infantryman
Deployments:* Panama - Jungle Operations Training Center 1990* Honduras -Joint Task Force Bravo 1990-1991* Germany Reforger 1989 and 1990* Ft. Irwin, CA National Training Center (NTC) 1989 and 1990* Ft. Stewart, GA* Ft. Bragg, NC* Ft. Polk, LA - JRTC* Camp Ethan Allen, VA - Mountain Warfare SchoolTook SAT on day we returned from being in the field for 3 weeks. Finished field problem with 25 mile road march, cleaned weapons and went straight to take the exam. Still had camo on, muddy boots and stunk to high Heaven. Yet did well enough to get into George Mason University!
1988 - 1992
~4 yrs
4 education records
Josh Scandlen, Cfp®, Ms education
Bachelor'S Degree, Economics
George Mason University
Master Of Science (Ms), Personal Financial Planning
College For Financial Planning
Cfp Certification Professional Education Program, Financial Planning
College For Financial Planning
Education record
Montgomery Blair High School
FAQ
Frequently asked questions about Josh Scandlen, Cfp®, Ms
Quick answers generated from the profile data available on this page.
What company does Josh Scandlen, Cfp®, Ms work for?
Josh Scandlen, Cfp®, Ms works for Heritage Wealth Planning.
What is Josh Scandlen, Cfp®, Ms's role at Heritage Wealth Planning?
Josh Scandlen, Cfp®, Ms is listed as Helping You Retire With MORE Social Security and Less Taxes at Heritage Wealth Planning.
What is Josh Scandlen, Cfp®, Ms's email address?
AeroLeads has found 1 work email signal at @heritagewealthplanning.com for Josh Scandlen, Cfp®, Ms at Heritage Wealth Planning.
What is Josh Scandlen, Cfp®, Ms's phone number?
AeroLeads has found 2 phone signal(s) with area code 470 for Josh Scandlen, Cfp®, Ms at Heritage Wealth Planning.
Where is Josh Scandlen, Cfp®, Ms based?
Josh Scandlen, Cfp®, Ms is based in Alpharetta, Georgia, United States while working with Heritage Wealth Planning.
What companies has Josh Scandlen, Cfp®, Ms worked for?
Josh Scandlen, Cfp®, Ms has worked for Heritage Wealth Planning, Usaa, Legg Mason, Vanguard, and Us Army.
How can I contact Josh Scandlen, Cfp®, Ms?
You can use AeroLeads to view verified contact signals for Josh Scandlen, Cfp®, Ms at Heritage Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Josh Scandlen, Cfp®, Ms attend?
Josh Scandlen, Cfp®, Ms holds Bachelor'S Degree, Economics from George Mason University.
What skills is Josh Scandlen, Cfp®, Ms known for?
Josh Scandlen, Cfp®, Ms is listed with skills including Estate Planning, Investments, Tax Advisory, Retirement Planning, Wealth Management, and Financial Planning.
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