Alfred P. Robertson, CLU®, ChFC®

Senior Executive Vice President, Emeritus

Al serves as Executive Vice President, Emeritus of Peachtree Planning Corporation. He graduated from Emory University and received a Master of Business Administration from the University of Georgia. Al has specialized in the disability income and brokerage areas since 1976. He is a Series 7 licensed Registered Representative with PAS and a Series 24 licensed Registered Principal.

Al’s professional memberships and achievements include past presidency and active member of the Atlanta Association of Insurance and Financial Advisors and the Atlanta Chapter of the American Society of Financial Services Professionals. Al was recognized by the Atlanta Association of Insurance and Financial Advisors in 2000 as a recipient of the Harry I. Davis Distinguished Service Award. The award is presented annually to a person actively engaged in the financial services business and recognizes outstanding services rendered.

He has been a frequent speaker to numerous industry groups throughout the Southeast, and has also been a presenter at the National Forum of Financial Services Professionals. He has published several articles and has been quoted in periodicals, including Business Week.

Al and his wife, Elizabeth, have two children, Tim and Anne Peden.

Peachtree Planning’s corporate office is located at 5040 Roswell Road, Atlanta, GA30342. Al may be reached at 404-260-1628, his fax number is 404-260-1728 and his email address isAl.Robertson@peachtreeplanning.com.

Download Disability Income Insurance – What Every Small Business Owner Needs to Know to be Properly Insured

Alfred P. Robertson, CLU, Registered Principal of Park Avenue Securities, LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA, 30342, 800-366-0839. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. Peachtree Planning Advisors is an independent registered investment advisor. PAS is a member FINRA, SIPC.
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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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