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Joe Montana, CPFA®, AIF®

Joe Montana, CPFA®, AIF®

Relationship Manager, Retirement Plans

Joe joined SFP Wealth in October of 2022 as a client relationships manager on our retirement team. He’s spent the last 15 years of his career serving clients in every phase of the retirement plan lifecycle, from initial design to investment selection and ongoing administration. His primary aim in this role is to provide person-centered information and decision-making tools so that all of his clients can effectively pursue their unique long-term financial goals.

In addition to his bachelor’s degree in psychology from the University of Connecticut, Joe 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.

Joe resides in Shrewsbury with his wife and daughter, and in his free time he enjoys hiking, downhill skiing, reading, and playing coed softball. His international travel has taken him to places such as Italy, Germany, and Costa Rica, and having recently hiked Zion, Rocky, and Glacier National Parks, he is looking forward to exploring the natural wonders of Acadia, Joshua Tree, and Grand Teton in the years to come.