Jeffrey B. Rosengarten, CFP®

Jeffrey Rosengarten

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 practitioner and serves as the firm’s expert on social security and annuities.

An active member in the community, Jeff volunteers with Jewish Federation of Greater Atlanta and Jewish Family and Career Services. He is a member of Temple Sinai and currently serves on the Board of Trustees and the Endowment Investment Committee. Jeff is also an active member of the North Atlanta Tax Council, Atlanta Tax Forum, and the National Association of Personal Financial Advisors (NAPFA) study group for young, fee-only advisors in Atlanta.

Jeff lives in Sandy Springs with his wife, Alexis, and dog, Phoebe and enjoys hiking and traveling.