Jeff Rosengarten, CFP®

Principal

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.
Request a Consultation
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.

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.

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)

Request A Consultation with Jeff Rosengarten, CFP®

*By providing my wireless phone number to Homrich Berg, I agree and acknowledge that Homrich Berg may send text messages to my wireless phone number for any purpose, including marketing purposes.