David M. Montgomery

Vice President, Retirement Plan Consultant
CPFA, AIF®, CRPS®, C(k)P®

dmontgomery@m-rpa.com
O: 813-909-9305 ext. 1930
C: 813-313-6278

Designations & Certifications:

  • Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors
  • Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies.
  • Chartered Retirement Plan Specialist® (CRPS®) designation from the College for Financial Planning
  • Certified 401(k) Professional® (C(k)P®) designation from the Retirement Advisor University™ at UCLA Anderson School of Management Executive Education

David Montgomery provides plan consulting and investment services to our clients. He is also President & Co-Founder of our sister company, Fidelis Fiduciary Management, which provides ERISA 3(38) investment fiduciary support to plan sponsors in partnership with non-fiduciary plan consultants and recordkeepers.

David entered the retirement planning field in 2005. He joined MRPA after six years of developing tailored investment solutions for high net worth clients for a major financial services firm. In 2019, 2018, 2017, and 2016 David was named a “Top Plan Advisor Under 40” by the National Association of Plan Advisors (NAPA). In 2019 and 2018 he was named to the Financial Times Top 401 Retirement Plan Advisors list.

Honors:

  • Named “Top Plan Advisor Under 40” in 2019, 2018, 2017 and 2016 by the National Association of Plan Advisors (NAPA).
  • Named to 2019 and 2018 Financial Times Top 401 Retirement Plan Advisor List.
  • Member of NAPA planning committee for annual D.C. Fly-In gathering of retirement plan national thought leaders in 2019 and 2018.
  • Adjunct Lecturer for the Retirement Advisor University™ (TRAU®) Master Class held at the University of Chicago in 2018.

Professional Associations:

  • Florida West Coast Employee Benefits Council (FWCEBC)
    • President
    • Past Education Chairman
  • National Association of Plan Advisors (NAPA)
  • Retirement Plan Advisory Group (RPAG)
  • The Retirement Advisor University® (TRAU®)

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 IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Montgomery Retirement Plan Advisors are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), 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.