Brian Montanez

Brian Montanez, CIMA®, AIF, CPFA, CPC®, TGPC

A principal of the Multnomah Group, Brian has over 25 years of combined experience working in securities, investment advisory, and retirement services industries. Brian advises an array of organizations including hospitals, educational institutions, not-for-profit organizations, and private employers. Before joining Multnomah Group, he served as a vice president with another national investment advisory and retirement services firms.

Brian brings two distinct core strengths to his clients. The first is his experience with investment selection and monitoring and the second is comprehensive retirement plan consulting experience for 403(b), 401, and 457 plans.

Brian is a Certified Investment Management Analyst (CIMA®), certified by the Investments & Wealth Institute; an Accredited Investment Fiduciary (AIF®), certified by the Center for Fiduciary Studies; and a Certified Plan Fiduciary Advisor (CPFA), certified by the National Association of Plan Advisors.

Brian is also a Certified Pension Consultant (CPC) and a Tax Exempt & Governmental Plan Consultant (TGPC), certified by the American Society of Pension Professionals and Actuaries (ASPPA).

He holds a B.S. in Economics & Finance from Bentley University in Massachusetts. In 2023, Brian was included among six advisors from our firm on the PLANADVISER's "Top Retirement Plan Advisers" list. It is an annual listing of retirement plan advisors that standout in the industry in terms of a series of quantitative measures. To learn more about the qualifications for the recognition, including a full listing of award recipients, click here.

Read Brian's blog posts.