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Maybe Ernesto Montes gets his drive for helpfulness and client satisfaction from his parents – his father is a bartender, and his mother works in a school cafeteria. At GHPIA, Ernesto finds fulfillment in providing clients the level of service to which they’ve become accustomed and helping them achieve their goals.
A graduate of the University of Pennsylvania with a BA in economics, Ernesto worked as an intern at Charles Schwab and spent three years as an Associate Investment Advisor at a registered investment advisor firm in Savannah before coming to GHPIA in 2019. He holds the Certified Financial Planner (CFP®) designation.
Ernesto grew up in the suburbs of Atlanta. The Georgia native has quickly assimilated into the outdoorsy, athletic lifestyle of Colorado; he’s joined a soccer league and enjoys hiking and snow sports. He still hasn’t learned to ride a bicycle, but give him time.
