Deysi Monti has worked with financial services firms for more than a decade. She joined EP Wealth Advisors in 2021 after serving with two of the Big Four accounting firms for more than 11 years. Deysi’s experience includes assisting clients with tax planning, management of payroll reporting, reviews and preparation of tax returns, tax examination proceedings, equity, and deferred compensation for a wide variety of global mobile executives. She also has worked in the Netherlands and India, where she gained an understanding of the current tax and financial planning issues individuals face globally and in the U.S. Deysi believes wealth management should be a pivotal part of everyone’s financial and life-planning tools. She enjoys helping her clients attain their financial goals while making a difference for their families, lifestyles and future legacies. Passionate about traveling and exploring different cultures, Deysi finds getting to know different people from different backgrounds has allowed her to develop a wider world view. Outside the office, she is part of the Big Brothers Big sisters mentoring program, through which she mentors kids from low-income communities to help them succeed. She participates in the IRS’s Volunteer Income Tax Assistance (Vita) program which offers free income tax returns to qualified individuals. And she teaches students at California State University Long Beach how to prepare tax returns for low-income individuals.
California State University Long Beach, B.S., Business Administration, majors in Accountancy and Finance: Real Estate Law