Brian Montanez

Brian Montanez, CPC, TGPC, AIF®, CPFA

A principal of the Multnomah Group, Brian is responsible for client service and business development in Northern California, and Hawaii. 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, investment menu construction, vendor fees and services, as well as plan design.

Brian has over 20 years of combined experience working in securities, investment advisory, and retirement services industries. Brian served as both vice president and regional sales director with other national investment advisory and retirement services firms.
Brian is an Accredited Investment Fiduciary (AIF®), certified by the Center for Fiduciary Studies, as well as a Certified Pension Consultant (CPC) and 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.

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.