Joe Montana

Joe Montana is a seasoned professional in the retirement plan and investment consulting sectors, currently serving as a Relationship Manager for Retirement Plans at SFP Wealth since October 2022. Prior to this role, Joe held the position of Director of Business Operations at Fine Home Contracting LLC, overseeing benefits and employee engagement at a technology-focused home remodeling firm. Joe's extensive experience includes serving as a Retirement Plan Advisor at CCR Wealth Management, managing approximately 125 retirement plans with assets totaling $400 million, and as an Investment Consultant at Alliance Benefit Group - Illinois, where approximately 80 defined contribution plans were managed. Earlier roles included financial advisory positions at Morgan Stanley Smith Barney and The Hartford. Joe holds a Bachelor of Arts degree from the University of Connecticut.