Dan Bogdan

portrait

Dan Bogdan has been providing sound financial strategies since 2013. He graduated with a Bachelor of Business Administration (BBA) in Accounting from Georgia Southwestern State University (GSW). He is also the recipient of several educational and professional organizational awards and     honors, including:  The President of the Chi-Pi Chapter of the International Honor Society Phi-Theta-Kappa, while also serving in different capacities as a member of the following organizations: The National Society of Collegiate  Scholars (NSCS), the International Honor Business Society, Alpha-Beta-Gamma, and The National Honor Society, Alpha-Lambda-Delta. He earned 1st place in the 1st Southeastern Consortium Challenge Competition, organized by CIBER, and    hosted on March 2013 by Georgia State University. Dan Bogdan also belongs to professional organizations such as, The Georgia Society of CPAs (GSCPA) and, the National Honor Society of Leadership and Success (NHSLS).

After working as a business professional for several years in Atlanta, Georgia and in Timisoara, Romania (Eastern Europe), Dan Bogdan joined the team of professionals at Peachtree Planning in 2017.  Dan currently works in the Atlanta Office, where he promotes individually crafted strategies which help individuals and businesses protect their assets, while providing a viable plan of action aligned with his clients’ short and long-term goals.  (Remember: “It is not what you have, but, what you eventually get to keep…”).

Dan lives in Atlanta (near Emory University), together with his wife Maria, and their son, Flavius Daniel. Active in his community, Dan also serves as a Regional Director for Article V – Convention of States (COS), Georgia – Region# 7, while successfully organizing and managing 11 Georgia Legislative Districts. Dan is also a member of First Baptist Church in Atlanta, where, along with his wife Maria, they are active members of the church, volunteering in different capacities, as needed.

Dan’s Goal: Complimentary access to various financial strategies, thoroughly personalized, for each member of any Church in Atlanta.

Dan’s Motto: “The difference between ordinary and extraordinary, is that little ‘extra’” (Jimmy Johnson).

Dan’s Promise: Individually crafted financial strategies aligned with short and long-term goals, while allocating 10% of the revenue received in the process, towards accomplishing my above-stated goal.

Dan’s office is located at 5040 Roswell Rd. NE, Atlanta, GA, 30342. His office phone number is (404) 260-1685, his fax number is (404) 260-1785, and his email address is dan.bogdan@peachtreeplanning.com.

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.”  – Warren Buffett

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of   PAS or Guardian. 2017– 40240 Exp. 3/19
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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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