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Al Robertson CLU®, ChFC® - Executive Vice President
Al serves as Executive Vice President of Peachtree Planning Corporation. He graduated from Emory University and received a Master of Business Administration from the University of Georgia. Al has specialized in the disability income and brokerage areas since 1976. He is a Series 7 licensed Registered Representative with PAS and a Series 24 licensed Registered Principal.
Al's professional memberships and achievements include past presidency and active member of the Atlanta Association of Insurance and Financial Advisors and the Atlanta Chapter of the American Society of Financial Services Professionals. Al was recognized by the Atlanta Association of Insurance and Financial Advisors in 2000 as a recipient of the Harry I. Davis Distinguished Service Award. The award is presented annually to a person actively engaged in the financial services business and recognizes outstanding services rendered.
He has been a frequent speaker to numerous industry groups throughout the Southeast, and has also been a presenter at the National Forum of Financial Services Professionals. He has published several articles and has been quoted in periodicals, including Business Week.
Al and his wife, Elizabeth, have two children, Tim and Anne Peden.
Peachtree Planning's corporate office is located at 5040 Roswell Road, Atlanta, GA30342. Al may be reached at 404-260-1628, his fax number is 404-260-1728 and his email address is Al.Robertson@peachtreeplanning.com.
Alfred P. Robertson, CLU, Registered Principal of Park Avenue Securities, LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA, 30342, 800-366-0839. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. Peachtree Planning Advisors is an independent registered investment advisor. PAS is a member FINRA, SIPC.
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5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms