ph: (510) 654-7240
brian.montanez@multnomahgroup
Member of American Society of Pension Professionals and Actuaries (ASPPA) and the Center for Fiduciary Studies; Accredited Investment Fiduciary (AIF) certified by the Center for Fiduciary Studies, and a Qualified 401k Administrator (QKA), Qualified Plan Financial Consultant (QPFC) certified by the American Society of Pension Professionals and Actuaries (ASPPA).
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OUR TEAM / BRIAN MONTANEZ
Brian is the Northern California Regional Director for the Multnomah Group and heads the firm's business development efforts.
Prior to joining the Multnomah Group in 2007, he served as a Vice President with CitiStreet Retirement Services and led the Northern California practice of the national retirement services firm. Brian consults regularly with benefits managers and industry professionals on a variety of retirement plan related topics to help manage their business, financial, employment, and fiduciary risks.
Brian began his career in investment management in 1994, dedicated to retirement plan services since 1999.
Brian and his wife live in Oakland, California.
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