David F. Rogers joined Peachtree Planning in 2017 from the Private Client Group of J.P. Morgan Securities, where he worked with high-net worth families as only one of forty advisors throughout the Southeast. He began his career in finance in 2006 with the execution and implementation of complex income-generating strategies through the use of index, currency and oil commodity futures and options. His clientele primarily consists of corporate professionals including senior executives, private business owners, and retirees.
David believes that every client deserves a different kind of working relationship with their financial institution, one they have not encountered at any other financial services company. His distinct process in the construction of a system of financial governance where all decisions are measured results in the delivery of a single unique and powerful vision for clients. His constitution on the importance of intention and alignment focuses on the proper relationship and priority on how cash-flow gets on and off the balance sheet, allowing for the development and execution of financial strategies to recapture and repurpose wealth towards increasing and maintaining net worth. His belief in the complete organization of financial affairs transforms a client’s body of work into meaningful information that facilitates informed decision making, appropriate legal structures, and tax efficiency.
David attended the Wharton School of Business at the University of Pennsylvania majoring in Economics with a concentration in Marketing and Asian & Middle Eastern Studies. There he lettered in Varsity Football as a wide receiver garnering Rookie of the Year honors, as well as winning an Ivy League Championship in 1999 before serving a two-year mission in Southern Japan. He is an Eagle Scout and speaks fluent Japanese. David is originally from San Diego, California where he was born in the Naval Hospital on Camp Pendleton.
He and his wife Sommer, live in Roswell with their two daughters Aria and Lyla. In his free time, David enjoys backpacking, kayaking, hiking, camping with his girls, music, guitar, piano, basketball, soccer, football, reading, writing, and the study of history and philosophy.
Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, N.Y. Peachtree Planning is not an affiliate or subsidiary of Guardian. 2017-50706 Exp. 12/19