“Nobody cares how much you know until they know how much you care.” - Theodore Roosevelt
Joe Montana is a Retirement Plan Relationship Manager who works closely with SFP Wealth’s corporate retirement plan clients. In this capacity, Joe utilizes his experience in investment consulting, plan design, and participant engagement to assist plan sponsors in meeting their fiduciary responsibilities and driving successful retirement outcomes for their employees.
A graduate of the University of Connecticut, Joe has spent the last 15 years serving plan sponsors and participants in every phase of the retirement plan lifecycle from initial design to investment selection and ongoing administration. He is passionate about developing long term client relationships and spreading financial literacy through education. He holds the Accredited Investment Fiduciary (AIF® ) professional designation from the Center for Fiduciary Studies as well as the Certified Plan Fiduciary Advisor (CPFA® ) professional designation through the American Society of Pension Professionals & Actuaries.
In his spare time, Joe enjoys traveling, skiing, hiking, reading, playing softball and spending time with his wife, daughter, family and friends.