Peachtree Planning
Corky Dawes began their work experience as a Registered Principal and Financial Advisor at Park Avenue Securities. Corky then transitioned to Peachtree Planning in 2004, where they served as the CEO. At Peachtree Planning, Dawes focused on offering specialized and comprehensive wealth management strategies.
Corky Dawes, CLU ChFC, attended the University of Tennessee at Martin, although the specific years or degree program are not provided. Corky also obtained additional certifications in the field of finance, including the Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College in 1990 and 1991, respectively.
This person is not in the org chart
This person is not in any offices
Peachtree Planning
Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named an AJC's "Top Small Business Workplace"! - April 17, 2021 Peachtree Planning of Georgia, LLC is an Agency 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, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 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. 2022-137427 Exp. 5/24