Amy Getz

e-mail: amy@ircwealth.com

Phone: 4043176837

City: Atlanta

Website: https://ircwealth.com/

Profession: Financial Advisor

About Amy: I'm a CPA and CDFA® (Certified Divorce Financial Analyst). Travel is my love language - I love to see the world! I enjoy reading, learning, and spending time with family and friends! I have three amazing adult children and a fabulous husband of 25 years.

Business Description: Financial Advisor/Wealth Manager I help people create financial plans so they know their financial freedom date, amount, and path to getting there. Education is a core value of our firm, so I do not charge for a financial plan. We manage assets for our clients in the stock market and are always available to answer life's financial questions and help them make better decisions about their future.

Ideal Customer: My ideal client is a woman in a life transition—think divorce, bereavement, job change, home sale, etc. These are opportunities for women to gain wealth and need a partner to walk with them on their financial journey.

Good Referral Partners: CPAs & Bookkeepers Therapists & Counselors Attorneys C-Suite Executives

Trusted Professions You Can Ask Me For An Intro To: Insurance Agents Mortgage Brokers Estate Attorneys Bookkeepers

Social Media: https://www.linkedin.com/in/amy-getz/

Social Media: https://www.instagram.com/amywgetzfinance/