Terry Montano

Lead Planner

Terry Montano is a Lead Planner and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional residing in Atlanta, Georgia. He has over six years of experience in the financial industry and is passionate about helping anyone yearning for financial independence.

During his career, Terry has worked with high-net-worth families, the mass affluent, and volunteered with pro-bono organizations. With a keen interest in spreading financial awareness, Terry enjoys nothing more than guiding and cheering people on while they achieve their goals.

Outside of work, Terry likes cooking, staying active, and spending time with family and friends. An avid sports fan, he enjoys playing basketball and is always available if you need fantasy football advice!

Education: University of Georgia, B.S.F.C.S.

"Change is the law of life and those who look only to the past or present are certain to miss the future." - John F. Kennedy

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Get to know Terry

Botanical Garden Night Lights!

Chattahoochee National Forest (New Years)

The first time I fed my niece, Ophelia.

I wonder if Gordon Ramsay would approve…

If you could visit anywhere in the world you've never been, where would you go?

New Zealand and Australia!

What's your favorite movie?

There are so many but I’d have to say Gladiator.

What's the last book you read?

The Hobbit by J. R. R. Tolkien.

What is your favorite family tradition?

Baek-il, 100th Day Celebration in Korea.