Steven Montagna

Financial Services Professional & Financial Literacy Advocate

Personal Notes

“It’s not what you know, it’s how you think. As long as you think “outside the box,” you can achieve anything.

Wayne Dyer said, “If you change the way you look at things, the things you look at change.” This particularly applies to the challenges we face in our financial lives. I built a professional career not following the herd, practicing the art of innovation by questioning conventional wisdom. Once we’re free of groupthink we’re in the realm of possibility and opportunity. That’s where I enjoy meeting people. After a successful 30+ year career managing retirement and health programs, my mission is to help others find freedom, peace of mind, and prosperity “outside the box.”

Bio

Steven Montagna an NFEC Certified Financial Education Instructor℠.

Steven Montagna is a recently retired manager and executive director with the City of Los Angeles, where he worked for over 32 years in human resources/benefits/wellness. His responsibilities included management of a $9 billion supplementary retirement savings program with over 50,000 active and retired participants; and $500 million in employee benefit and wellness programs serving 57,000 employees and dependents. Steven’s dedication to working in this space fostered a belief in the interrelatedness of financial freedom, personal health, professional success, and living a meaningful life. His greatest joy during his City career came from supporting employees in enhancing their financial security and wellness. Steven is now committed to fostering financial literacy and financial empowerment for others. His greatest wish is to help them connect the dots between personal and financial wellbeing. Professionally he has been a prolific writer and frequent speaker. One of his proudest accomplishments is his six years of service on the Board of Directors for the National Association of Government Defined Contribution Administrators (NAGDCA), including as NAGDCA President from 2016-17. NAGDCA supports state and local government retirement savings plans. While on the NAGDCA Board Steven had the opportunity to meet annually with federal lawmakers and regulatory agencies to help advance the cause of retirement security. Steven graduated from U.C. Santa Cruz in 1989 with a degree in Community Studies, a field dedicated to the theory and practice of social change. He resides in Santa Clarita, California.

Book This Speaker