AFFLUENT PLANNING

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Patrick T. Davis, CSA, CES

Principal Agent / CEO

GA LIC# 620653  

NPN: 7137980

Since 2002

I am a native of Albany, Georgia where I was a standout high school athlete (basketball).  I earned a scholarship and went on to play collegiately at Tennessee State University in Nashville.  My work life began with a six-year stint at Toyota Motor North America and then on to Pitney Bowes Corporation where I was transferred from Nashville to Atlanta.  In 2002 I entered the financial services field as a life insurance agent and field underwriter in the metro Atlanta area. The rest as they say is history. I am proud to have over 400+ documented hours of classroom time and continuing education courses in the field of financial planning (income protection, wealth accumulation, retirement planning, life insurance, and risk management).  I engage in public discourses for various groups and organizations.  I am a writer and a former newspaper columnist for subjects on financial matters.  I play golf as often as my schedule permits, and I am a decent cook, too.  My wife Janet and I live in north Conyers Georgia and are the proud parents of three adult children.


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Affluent Planning is a service based financial planning firm offering expertise in disability insurance, retirement planning, wealth protection, and life insurance.

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AFFLUENT PLANNING

(770) 742-9011