Dr. Montanti is proud to carry forward the legacy of his father’s practice, built on more than four decades of disciplined advice, integrity, and long-term client relationships. He serves as a personal Chief Financial Officer to families and a strategic advisor to corporate clients, delivering highly customized, holistic financial planning and investment strategies tailored to each client’s unique circumstances.
In his role as Lead Advisor, Dr. Montanti is responsible for overseeing comprehensive wealth strategy design, investment management, retirement planning, tax-aware coordination, and long-term legacy planning. He works closely with clients and their external professionals—including CPAs and estate attorneys—to ensure a fully integrated and cohesive financial plan.
He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Dr. Montanti earned his Bachelor of Science in Business Administration from the University of Florida. In May 2023, he completed his Doctorate of BA with a concentration in Finance at the University of Florida.
Dr. Montanti has received national recognition for his work in retirement plan advisory, including being ranked among the top 401(k) advisors in the country by the National Association of Plan Advisors NAPA. He is an active member of the National Association of Plan Advisors (NAPA).
Outside of his professional responsibilities, Dr. Montanti is deeply family-oriented and actively involved in his community. He supports animal rescue initiatives through charitable contributions and volunteer work with PAWS4you Rescue in Miami, and serves as a trustee of the Palm Beach Chamber of Commerce.