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

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

Financial Choreography @ Peachtree Planning Corporation
atlanta, georgia, united states
David F. Rogers, Ricp® - The Design Of Your Life's Location
Atlanta, Georgia, United States, United States
David F. Rogers, Ricp® - The Design Of Your Life's Contact Details

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

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

n/a
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/

David F. Rogers, Ricp® - The Design Of Your Life's Current Company Details
Peachtree Planning Corporation

Peachtree Planning Corporation

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Financial Choreography
atlanta, georgia, united states
Employees:
147
David F. Rogers, Ricp® - The Design Of Your Life Work Experience Details
  • Wealthcreation Atlanta, Llc
    Partner
    Wealthcreation Atlanta, Llc 2018 - Present
    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.
  • Peachtree Planning Corporation
    Investment Advisor
    Peachtree Planning Corporation 2017 - Present
    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.
  • J.P. Morgan Securities
    Wealth Manager
    J.P. Morgan Securities 2014 - 2017
    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.

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

Investments Risk Management Financial Analysis Options Alternative Investments Strategic Planning Sponsorship Sales Asset Allocation Finance Customer Service Negotiation Hedge Funds Insurance Trading Systems Project Management Trading Entertainment Crm Marketing Strategy Market Analysis Hedging Business Owner Planning Estate Planning Retirement Planning Financial Planning Life Insurance Personal Financial Planning College Education Planning

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

Frequently Asked Questions about David F. Rogers, Ricp® - The Design Of Your Life

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 the current company?

David F. Rogers, Ricp® - The Design Of Your Life's current role is Financial Choreography.

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

David F. Rogers, Ricp® - The Design Of Your Life's email address is da****@****gan.com

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

David F. Rogers, Ricp® - The Design Of Your Life attended 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 has skills like Investments, Risk Management, Financial Analysis, Options, Alternative Investments, Strategic Planning, Sponsorship, Sales, Asset Allocation, Finance, Customer Service, Negotiation.

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

David F. Rogers, Ricp® - The Design Of Your Life's colleagues are Josh Metzger, Beverly Harper, Sarah Dozier, Kristen Womack, Milam Turner, Donald Thibeault, Earl Schreiber.

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