Peter Bourg entered the financial services industry because it allowed him to do two of the things he enjoys most: help people and study finance. In 2008, he joined the Ashford Advisors family, knowing he could do something he loves while impacting the lives of his clients. His passion is to bring awareness to the basic financial principles that aren’t always taught in school and help educate his clients to make informed financial decisions.
He works with his clients to help them simplify their financial lives, applying a holistic approach to make them aware of potential financial blind spots. “People have enough stress in their lives as it is and often, their financial lives compound that stress. It is my goal to put my clients at ease, helping bring clarity and organization to their financial lives.”
This comprehensive approach is evidenced by his thorough research and analysis of each client’s complete financial landscape. With this broad, deep understanding, Peter seeks opportunities to help build and protect wealth, while helping to minimize taxes and expenses. He manages the moving parts of this broad financial picture to help create a conservative yet fluid environment for each of his clients.
Though originally from France, Peter has lived in the Atlanta area since 1997. Peter and his wife, Jamie, were married in 2008, and have two sons, Liam and Charlie. Peter is involved with his son, Liam’s Nasa Tophat Soccer Club as Team Manager as well as his son, Charlie’s Cub Scouts Troop. Peter and Jamie are both avid runners and have completed several half-marathons. Peter actively participates in the 29029 Everesting Challenge, an endurance event where participants hike the equivalent of Mt. Everest (29,000 feet) in less than 36 hours. Additionally, Peter is a passionate Georgia Tech fan.
Education, Training, Memberships
- Licensed Registered Representative and Financial Advisor with Park Avenue Securities, LLC (PAS)
- National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter
- Georgia State University, Master of Science in Sports Management, 2006
- Georgia Institute of Technology, Bachelor of Science in Management, 2002
Recognition
- Guardian Leaders Club, 2017-2023
- Guardian Disability Insurance Inner Circle, 2015,2016, 2018,2019, 2022
- MDRT Court of the Table Award, 2020-2023
- Guardian Centurion Award, 2017
- Named one of “NAIFA-Atlanta’s Top Advisors Under 40”, 2013 – 2018*
- Five Star Professional Award, 2018-2023*
*This award is not issued or endorsed by Guardian or its subsidiaries.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. CA Insurance License ID # 0I07706. AR Insurance License #10381689.