James Gnefkow, JD, LLM, MBA

Advanced Planning

James is Executive Vice President of Peachtree Planning where his responsibilities include designing advanced planning strategies and 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 5040 Roswell Road, 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 Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342.  Securities products/services and advisory services are offered through PAS, a member FINRA, SIPC, a registered broker-dealer and investment advisor, 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.   Not practicing law for Guardian or its subsidiaries or affiliates. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries and its agents do not provide tax or legal advice.  2017–50903 Exp. 12/19
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© 2018 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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