Brian Montanez

Brian Montanez, CPC, TGPC, AIF®, CPFA

A principal of the Multnomah Group, Brian advises an array of organizations, including hospitals, educational institutions, not-for-profit organizations, and private employers. Brian regularly consults with plan sponsors on fiduciary governance issues, plan design, investment quality, fees, and vendor services.

Brian has over 25 years of combined experience working in securities, investment advisory, and retirement services industries. Before joining Multnomah Group, he served as a vice president with another national investment advisory and retirement services firms.

Brian is an Accredited Investment Fiduciary (AIF®), certified by the Center for Fiduciary Studies, a Certified Pension Consultant (CPC) and Tax Exempt & Governmental Plan Consultant (TGPC), certified by the American Society of Pension Professionals and Actuaries (ASPPA), as well as a Certified Plan Fiduciary Advisor (CPFA), certified by the National Association of Plan Advisors. He holds a B.S. in Economics & Finance from Bentley University in Massachusetts.

The Financial Times recognized Brian on the 2019 "Top 401 Retirement Advisers" list. The list reflects each advisor's performance in six primary areas. To learn more about this listing, click here.

Read Brian's blog posts.