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David F. Rogers, Ricp® - The Design Of Your Life Email & Phone Number

Financial Choreography at Peachtree Planning Corporation
Location: Atlanta, Georgia, United States 3 work roles 1 school
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@jpmorgan.com
LinkedIn Profile matched
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Current company
Peachtree Planning Corporation
Role
Financial Choreography
Location
Atlanta, Georgia, United States
Company size
147 employees

Who is David F. Rogers, Ricp® - The Design Of Your Life? Overview

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Quick answer

David F. Rogers, Ricp® - The Design Of Your Life is listed as Financial Choreography at Peachtree Planning Corporation, a with 147 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for David F. Rogers, Ricp® - The Design Of Your Life.

David F. Rogers, Ricp® - The Design Of Your Life previously worked as Partner at Wealthcreation Atlanta, Llc and Investment Advisor at Peachtree Planning Corporation. David F. Rogers, Ricp® - The Design Of Your Life holds Economics from University Of Pennsylvania - The Wharton School.

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Email format at Peachtree Planning Corporation

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*@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for David F. Rogers, Ricp® - The Design Of Your Life. Compare company email patterns before reaching out.

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Profile bio

About David F. Rogers, Ricp® - The Design Of Your Life

Wealth is a choice. And great people act while others continually wait. Personalized guidance begins with a choice, and then a conversation. ACT & CONNECT: DavidRogers@wcatl.com or call (770) 998-5327I love the human experience. The collection of adventures, achievements & dreams shared. I help great people make important decisions. I offer options, share experience, and present independent recommendations. My contribution is clarity of purpose, proprietary analysis, creative framework, realistic options, and a large network of resources for key decisions. At moments of real importance, I will contribute to your making better decisions for your company, your family, and yourself. Personally & professionally, I am happiest when I feel people are getting something, learning something, and enhancing themselves in a way they never thought of before. My favorite moment in any experience is being able to share something that someone says, “I never thought of that of that before.” At my core, I am a teacher.One of five children, I am the product of a father who taught elementary school for 22 years (he was my 6th grade teacher) following his retirement from the Marine Corp after 20 years of service, and an entrepreneurial mother who started her own business in order to put four of her children through college, and to provide for a son Dennis living with disabilities. My peak life experiences include becoming the youngest Eagle Scout at 13, catching the winning touchdown against Torrey Pines High School with 6 seconds left, getting accepted into an Ivy League University & winning an Ivy-League Championship, teaching myself Japanese & re-uniting my mother with a family who once disowned her, moving to Atlanta for my wife Sommer, and currently raising my two incredible daughters. In my free time, I enjoy surfing, backpacking, kayaking, hiking, camping with my girls, music, guitar, piano, basketball, soccer, football, reading, writing, and the study of history and philosophy./COMPLIANCE:2024-4402/

Listed skills include Investments, Risk Management, Financial Analysis, Options, and 25 others.

Current workplace

David F. Rogers, Ricp® - The Design Of Your Life's current company

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Peachtree Planning Corporation
Peachtree Planning Corporation
Financial Choreography
atlanta, georgia, united states
Website
peachtreeplanning.com
Employees
147
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Company profile
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3 roles · 13 years

David F. Rogers, Ricp® - The Design Of Your Life work experience

A career timeline built from the work history available for this profile.

Partner

Current
Wealthcreation Atlanta, Llc

Substantial wealth demands bespoke strategies that connect each facet of your financial life. We design wealth plans tailored to your unique, sophisticated and complex goals.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L72908. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

2018 - Present ~8 yrs 6 mos

Investment Advisor

Current
Peachtree Planning Corporation

I have the privilege of working with an incredible group of successful families, executives, entrepreneurs and highly successful business owners who rely on our firm to provide Tax, Estate, & Financial Choreography through a transformational high-touch, concierge-style Program experience.

2017 - Present ~9 yrs 6 mos

Wealth Manager

J.P. Morgan Securities

A single point of access as one of forty advisors providing wealth planning solutions to high-net worth & ultra-high-net worth individuals including investing, banking, lending, IPO’s, hedge funds, private equity, tax strategies, & advanced trust & estate planning.

2014 - 2017 ~3 yrs
Team & coworkers

Colleagues at Peachtree Planning Corporation

Other employees you can reach at peachtreeplanning.com. View company contacts for 147 employees →

RC Reid Carter Reid Carter Colleague at Peachtree Planning CorporationEvans, Georgia, United States View → CC Carey Cole Carey Cole Colleague at Peachtree Planning CorporationAcworth, Georgia, United States View → KB Keays Bass Keays Bass Colleague at Peachtree Planning CorporationAtlanta, Georgia, United States View → TA Thomas Arpin Thomas Arpin Colleague at Peachtree Planning CorporationSavannah, Georgia, United States View → CA Cade Archer Cade Archer Colleague at Peachtree Planning CorporationCartersville, Georgia, United States View → EP Emily Pietras Emily Pietras Colleague at Peachtree Planning CorporationNashville Metropolitan Area, United States View → JP Jonathan Palk Jonathan Palk Colleague at Peachtree Planning CorporationKnoxville, Tennessee, United States View → RL Rob Lawrence Rob Lawrence Colleague at Peachtree Planning CorporationAtlanta, Georgia, United States View → BT Boneta Trotter Boneta Trotter Colleague at Peachtree Planning CorporationRoswell, Georgia, United States View → KT Kelsey Turner Kelsey Turner Colleague at Peachtree Planning CorporationNashville, Tennessee, United States View →
1 education record

David F. Rogers, Ricp® - The Design Of Your Life education

FAQ

Frequently asked questions about David F. Rogers, Ricp® - The Design Of Your Life

Quick answers generated from the profile data available on this page.

What company does David F. Rogers, Ricp® - The Design Of Your Life work for?

David F. Rogers, Ricp® - The Design Of Your Life works for Peachtree Planning Corporation.

What is David F. Rogers, Ricp® - The Design Of Your Life's role at Peachtree Planning Corporation?

David F. Rogers, Ricp® - The Design Of Your Life is listed as Financial Choreography at Peachtree Planning Corporation.

What is David F. Rogers, Ricp® - The Design Of Your Life's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for David F. Rogers, Ricp® - The Design Of Your Life at Peachtree Planning Corporation.

Where is David F. Rogers, Ricp® - The Design Of Your Life based?

David F. Rogers, Ricp® - The Design Of Your Life is based in Atlanta, Georgia, United States while working with Peachtree Planning Corporation.

What companies has David F. Rogers, Ricp® - The Design Of Your Life worked for?

David F. Rogers, Ricp® - The Design Of Your Life has worked for Wealthcreation Atlanta, Llc, Peachtree Planning Corporation, and J.P. Morgan Securities.

Who are David F. Rogers, Ricp® - The Design Of Your Life's colleagues at Peachtree Planning Corporation?

David F. Rogers, Ricp® - The Design Of Your Life's colleagues at Peachtree Planning Corporation include Reid Carter, Carey Cole, Keays Bass, Thomas Arpin, and Cade Archer.

How can I contact David F. Rogers, Ricp® - The Design Of Your Life?

You can use AeroLeads to view verified contact signals for David F. Rogers, Ricp® - The Design Of Your Life at Peachtree Planning Corporation, including work email, phone, and LinkedIn data when available.

What schools did David F. Rogers, Ricp® - The Design Of Your Life attend?

David F. Rogers, Ricp® - The Design Of Your Life holds Economics from University Of Pennsylvania - The Wharton School.

What skills is David F. Rogers, Ricp® - The Design Of Your Life known for?

David F. Rogers, Ricp® - The Design Of Your Life is listed with skills including Investments, Risk Management, Financial Analysis, Options, Alternative Investments, Strategic Planning, Sponsorship, and Sales.

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