Daniel J. Yuftczak

Client Relations Manager

O: 813-909-9305 ext. 1984
C: 727-417-1199


  • Master of Business Administration (MBA), Muma College of Business at the University of South Florida, concentration in Finance and Management Information Systems.
  • Bachelor of Science in Business Administration, University of South Florida, Marketing major.

Designations & Certifications:

  • Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies
  • Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning
  • Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors

Dan Yuftczak works closely with our consultants in performing investment due diligence, cost analysis and benchmarking and plan reviews.

He joined MRPA after twelve years with a major asset manager, starting in 2007 with their retail high net worth division before moving to the recordkeeping side of the business in 2010. He most recently managed all aspects of this recordkeeper’s participant education program and teams.

Professional Associations:

  • Florida West Coast Employee Benefits Council (FWCEBC)
  • Retirement Plan Advisory Group (RPAG)
  • National Association of Plan Advisors (NAPA)

Our Awards and Recognitions


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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."
Read Press Release | View Certificate

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment advisors and wholly owned subsidiary of OneDigital.

The information given herein is taken from sources that OneDigital Investment Advisors and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.