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David Fosgate CFP® - Vice President

David has been providing sound financial advice to his clients since 2004. He graduated cum laude with a BA in Economics from Washington and Lee University in Lexington, Virginia. He is also an alumnus of The Lovett School in Atlanta, Georgia. Before David began his career with Peachtree Planning, he worked in the corporate finance department of a regional investment bank and in business development for two Fortune 500 companies. In July 2009, David successfully passed the CFP® (Certified Financial PlannerTM) Board Exam for which there was a 50.4% national passing rate.

Upwardly-mobile professionals and small business owners and their respective families have chosen to work with him because of his experience, integrity and a commitment to client service. What this means is that through an exhaustive due diligence interview he discovers either (1) errors and omissions in one's planning or (2) new and better ways to enhance what one is already doing well. His wide-angle lens approach to planning is intentionally unique from his competitors and the proof is in the process. The benefit to his clients is that they will have a trusted professional promoting their clarity, confidence, and likelihood for long-term success. As an indication of his success in helping others, David was honored in 2008 as the advisor in the first five years of their tenure with the firm who demonstrates the highest level of business and client service excellence. He was named a Vice President in 2010.

David, an Atlanta native, lives in Buckhead with his wife, Jenny, and their three daughters, Harper, Dorothy, and Elsie. Active in his community, David is a member of Peachtree Presbyterian Church, serving as President of his Sunday School Class, as well as a member of the Piedmont Driving Club. He serves on the Board of Directors and Finance and Investments Committee of All About Developmental Disabilities and is also a member of the Planned Giving Committee of The Lovett School, the Washington and Lee University Atlanta Admissions Committee and has served as a past member of the Washington and Lee University Atlanta Alumni Board. In his leisure time, David enjoys spending time with family, coaching his daughter's soccer team, playing golf and fly-fishing.

David's office is located at 5040 Roswell Road, Suite 100, Atlanta, Georgia, 30342. His direct phone number is (404) 260-1637 and his fax number is (404) 260-1737. His email address is david.fosgate@peachtreeplanning.com and his LinkedIn page is http://www.linkedin.com/in/davidfosgate.

David H. Fosgate passes certified financial planner board of standards July 2009 national exam and earns CFP® Designation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 David H. Fosgate, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, Georgia 30342, 1-800-366-0839. Financial Representative, 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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