Paul Fochler

Agency Control Officer @Peachtree Planning

Atlanta, GA, US
EMAILS
p••••••••@peachtreeplanning.com
MOBILE NUMBERS
+14•••••••55

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WORK HISTORY

Jun 2013 — Present

Agency Control Officer @Peachtree Planning

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Tbilisi, GE

Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies for individuals and business owners. The firm has served the Southeast since its inception in 1987, with a strategy of serving clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier financial services organizations.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Registered Principal of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

SKILLS

Team ManagementPublic SpeakingTeachingMoney ManagementLife InsuranceSecuritiesCorporate FinanceSalesProblem SolvingFinanceFinancial RiskPeople-OrientedBudgetsDisability InsuranceFinancial ServicesRetirement PlanningInsuranceInvestment Strategies

ABOUT PAUL FOCHLER

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