David Bockel

Lead Advisor at Resource Planning Group - Sandy Springs, GA, US

David Bockel's Contact Details
HQ
770-671-9500
Location
Atlanta, Georgia, United States
Company
Resource Planning Group
David Bockel's Company Details
Resource Planning Group logo, Resource Planning Group contact details

Resource Planning Group

Sandy Springs, GA, US • 20 - 49 Employees
Financial Services

Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.

Financial Planning Wealth Management Investment Management Tax Planning Estate Planning Retirement Planning Financial Services Financial Advisory Services
Details about Resource Planning Group
Frequently Asked Questions about David Bockel
David Bockel currently works for Resource Planning Group.
David Bockel's role at Resource Planning Group is Lead Advisor.
David Bockel's email address is ***@rpgplanner.com. To view David Bockel's full email address, please signup to ConnectPlex.
David Bockel works in the Financial Services industry.
David Bockel's colleagues at Resource Planning Group are Jefferson Bell, Keith Waterman, Doug Baker, Dan Tanner, Claire Burke, Melanie Fitzgerald, Georgia Howard and others.
David Bockel's phone number is 770-671-9500
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