Ronald A. Letaw

Vice President, Retirement Plan Consultant
CPFA, AIF®, CFS™

rletaw@m-rpa.com
O: 813-909-9305 ext. 1923
C: 678-477-2918

Education

  • Bachelor of Science in Business Administration, University of South Florida, Finance major, Economics Minor.

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.
  • Certified Fund Specialist™ (CFS™) professional designation from the Institute of Business & Finance

Based in the Atlanta area, Ron Letaw provides investment and plan consulting services to our clients. He is also responsible for business strategy & development as well as RFP & benchmarking management.

Ron entered the industry in 2000. He joined MRPA after ten years with a major retirement plan recordkeeper, where he managed a team of retirement plan relationship managers in the southeast. In that role, he also personally oversaw the delivery of service to the region’s largest mid-market clients including RFP management, negotiation of fees, platform service management, plan design consulting and coordination of employee communication.

Honors:

  • Named a Top 401 Retirement Plan Advisor by Financial Times in 2019
  • Named “Top Plan Advisor Under 40” by the National Association of Plan Advisors (NAPA) in 2017

Professional Associations:

  • National Association of Plan Advisors (NAPA)
  • Retirement Plan Advisory Group (RPAG)

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."
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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.