Founding Lecturer: The Retirement Advisor University®

Michael Montgomery is a Founding Lecturer for The Retirement Advisor University at UCLA Anderson, sponsor of the Certified 401(k) Professional C(k)P designation.
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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
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