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Josh Cobb, CFP®

Josh Cobb, CFP®

Vice President

Josh Cobb graduated with a BBA in Risk Management and Insurance and Economics from the University of Georgia Terry College of Business. He is also an alumnus of Marist School in Atlanta. He began his career as a financial specialist with First Union National Bank in 1997. In 1999 he joined Peachtree Planning Corporation in Atlanta, GA and became a Vice President in 2006.

Josh’s clientele are primarily professionals and business owners looking to maximize asset growth and cash flow. His unique process starts with a premise of organization because he believes it is impossible to know where you are going if you don’t know where you are or where you have been. Once properly organized, he helps align his client’s intentions with their financial decisions. This is achieved through a comprehensive process of analyzing their current plans and making recommendations regarding their asset protection, asset building, debt management and tax mitigation. Josh believes life doesn’t follow a straight line and neither should the planning process.

Josh, an Atlanta native, lives in Brookhaven with his wife, Nicole, their daughter Ellie, and their son Judson. He is a member of Peachtree Road United Methodist Church in Atlanta, a member of the Marist School Planned Giving Committee and the Buckhead Lions Club. He is also a member of Capital City Club and Ansley Golf Club serving on various committees, and he enjoys playing competitive amateur golf, guitar, running, fly fishing, hunting, mountain biking and spending time with his dogs, Lola and Camp.

Josh’s Executive Assistant, Casey Whitlock phone number is 404-260-1678 and her email is [email protected]

 
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian