George Diamantis Email & Phone Number
Managing Principal @ Bay Financial Associates LLC
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George Diamantis Location
- Atlanta, GA, US
George Diamantis Work
- 2011 -now Managing Principal @
- 2011 -2022 President and CEO @
- 2011 -2022 Principal and COO @
- 1984 -2011 Regional President and SEVP @
George Diamantis Education
- FI 360
AIF, Accredited Investment Fiduciary (Retirement Plans/Investments)
2012-2012 - COLLEGE OF FINANCIAL PLANNING®
CFP® (Certified Financial Planner)
1991-1994 - The American College of Financial Services
ChFC (Chartered Financial Consultant)
1988-1989 - The American College of Financial Services
CLU (Chartered Life Underwriter)
1984-1988 - Hobart and William Smith Colleges
BS (Psychology)
1980-1984
George Diamantis Skills
- Insurance
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
- Employee Benefits
- Disability Insurance
- Retirement
- Investments
- Retirement Planning
- Finance
- 401k
- Financial Planning
- Mutual Funds
- Fixed Annuities
- Financial Services
- Estate Planning
- Series 63
George Diamantis Summary
- George Diamantis, based in Atlanta, GA, US, is currently a Managing Principal at Peachtree Wealth Strategies, LLC. George Diamantis brings experience from previous roles at Peachtree Wealth Strategies, LLC, Peachtree Benefit Group, Inc and AXA Equitable. George Diamantis holds a 2012 - 2012 AIF, Accredited Investment Fiduciary in Retirement Plans/Investments @ FI 360. With a robust skill set that includes Insurance, Securities, Series 7, Strategic Financial Planning, Wealth Management and more. George Diamantis has 2 emails and 2 mobile phone numbers on RocketReach.
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