A principal of the Multnomah Group, Brian has over 25 years of combined experience in the securities, investment advisory, and retirement services industries and 17 years with Multnomah Group. Brian advises a variety of organizations including hospitals, educational institutions, not-for-profit organizations, governmental agencies and private employers.
Brian brings two distinct core strengths to his clients. The first is his experience with investment analysis and menu creation, and the second is comprehensive retirement plan consulting experience for 403(b), 401, 457, and Nonqualified 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 certified by the National Association of Plan Advisors.
Brian is also a Certified Pension Consultant (CPC), a Tax Exempt & Governmental Plan Consultant (TGPC), certified by the American Society of Pension Professionals and Actuaries (ASPPA), and a Nonqualified Plan Consultant (NQPC™), certified by the National Association of Plan Advisors.
P: (510) 698-1022
brian.montanez@multnomahgroup.com