James Gnefkow intentionally set out on a career path that would allow him to make a meaningful, positive impact in the lives of other people. He was drawn to this profession because of the important work we do that involves every facet of one’s financial life. James was drawn to Peachtree Planning because of the unique nature of the planning we do, but more importantly, through that planning, lives are changed for the better. It’s not about products, it’s about people, families, businesses, and legacies. For Peachtree Planning, it’s about empowering people to create generational impact.
He leads the Advanced Planning for Peachtree Planning where his responsibilities include designing advanced planning strategies, working closely with business owners and high net-worth families.
James entered the financial services industry in 2008. Over that time, he has worked closely with advisors and clients to enhance the value of the financial planning process. James has been a featured speaker at industry conferences on topics such as behavioral finance, asset diversification, retirement income planning, and multi-generation wealth planning strategies.
James, his wife Ashley, and their two daughters live in Atlanta. They are active members of their church and frequently volunteer in their community.
Education:
- University of Louisville, B.S. Finance, 2003
- University of Missouri-Kansas City, Juris Doctor, 2007
- University of Missouri-Kansas City, LL.M. (Taxation), 2007
- University of Missouri-Kansas City, Masters of Business Administration, 2007
Peachtree Planning’s corporate office is located at 5600 Glenridge Drive, Suite 600 East, Atlanta, GA 30342. James’ phone number is 404-260-1630 and the fax number is 404-260-1730. His email address is james.gnefkow@peachtreeplanning.com.
Registered Principal and Financial Advisor of Park Avenue Securities LLC, General Agent of Guardian. Not practicing law for Guardian or its subsidiaries or affiliates.