George Diamantis is the Founder and Managing Principal of Peachtree Wealth Strategies. His mission is to advise his clients on their long-term financial goals by helping them create strategies that seek to grow, manage, and protect their wealth. George works closely with his clients in all aspects of their financial lives including family planning, business, Insurance and when the time comes, transfer of wealth.
George has over 35 years of experience in the industry. He created Peachtree Wealth Strategies in 2011 after a successful career with AXA-Equitable where he held numerous fields and headquarter positions.
George serves as a fiduciary to his advisory clients and acts independently as LPL does not offer proprietary products. His investment advisory philosophy is summed up as "We measure our success by the value that we deliver our clients day in and day out".
George is certified as an accredited investment Fiduciary (AIF(r)), Certified Financial Planner (CFP(r)), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a LPL Registered Principal holding his FINRA Series 06, 07, 24, 53, 63, and 65 registrations with LPL Financial.
George earned his Bachelors of Science in Psychology from Hobart College. He is an avid golfer who enjoys any and all sporting events with his wife, Carol and two sons, Griffin and Wesley.
George E. Diamantis, CFP®, ChFC, CLU
President Peachtree WEALTH Strategies
3580 Pierce Drive, Suite 100
Chamblee, GA 30341
Bay Financial Associates ~ 781-893-0909 ~ Email
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Peachtree Wealth Strategies is a separate entities from Bay Financial Associates and LPL Financial.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.