Jeff Rosengarten, CFP®

Principal

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Hometown

Louisville, KY

Colleges

University of Georgia

Certifications

CFP®

Office Location

Atlanta (HQ)

Jeff joined Homrich Berg in 2011 after interning with the firm.

Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff also serves on the board of the Atlanta Tax Forum and recently served on the University of Georgia Financial Planning Alumni Board.

Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.

Verified Client Reviews

The following reviews are from HB current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.

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A man wearing a dark suit, light blue shirt, and black polka dot tie smiles at the camera. The background is blurred and appears to be an office setting with large windows.
Loading ...
Request a Consultation

Jeff joined Homrich Berg in 2011 after interning with the firm.

Jeff earned two Bachelor’s degrees in Finance and Financial Planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff also serves on the board of the Atlanta Tax Forum and recently served on the University of Georgia Financial Planning Alumni Board.

Jeff lives in Sandy Springs with his wife, Alexis, and their twin boys, Ari and Julian.

Hometown

Louisville, KY

Colleges

University of Georgia

Certifications

CFP®

Office Location

Atlanta (HQ)

Verified Client Reviews

The following reviews are from HB current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.

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