David Rath, CFP^®

CERTIFIED FINANCIAL PLANNER™

Phone: 678-821-2620

Email: david.rath@lpl.com

David is a CERTIFIED FINANCIAL PLANNER™, who has been helping families and small business owners with their retirement and estate planning for more than 13 years.  With industry insight and diligent research, David works every day striving to advance his clients financial goals through sound advice, timely research, with courteous and prompt service.

David graduated from Georgia State University in 2004 with a B.A. in Economics, as well as completing the Executive Program in Financial Planning from the University of Georgia in 2010.    He was awarded the CERTIFIED FINANCIAL PLANNER™ designation by the Certified Financial Planning Board of Standards in 2011.

David has been a successful financial consultant with LPL Financial since 2005.  David currently holds his FINRA series 7 (General Securities Representative), 24 (General Securities Principal), and 66 (Registered agent and Investment Advisor) registrations through LPL Financial.  David also holds his Georgia Life and Health insurance/variable contracts license (GA # 753551).

David and his wife, Nigisti, along with their 3 children, Grace, Jacob, and Daniel reside in Grayson, Georgia.  When David is not working, he spends the majority of his time attending his children's sporting and school events.  David coaches youth soccer with Steamers FC soccer club in Lawrenceville, GA .  His family attends Grayson United Methodist Church.  In his free time, David enjoys boating on Lake Lanier, as well as spending time with family and friends.