Irma Montes is a financial professional based in Atlanta, Georgia. She has been providing financial guidance to her clients since 2022 and works as a Financial Representative at Peachtree Planning. Irma's educational background includes a BA degree from the University of Saint Thomas in Saint Paul, MN.
Before starting her career in the financial industry, Irma gained experience in both the non-profit and retail sectors. She joined Peachtree Planning in 2022 and has since been helping individuals, families, and business owners create strategic and integrated financial roadmaps. Her areas of specialization include retirement planning and risk management, with a focus on guiding her clients towards financial confidence.
Outside of her professional life, Irma is an enthusiastic traveler who has visited 16 different countries and 13 National Parks. She resides in Atlanta, Georgia, and her office is located at 5040 Roswell Rd, Atlanta, GA 30342. You can reach her at the phone number 404.260.1658 for any financial inquiries or assistance.