Retirement Plan Consultant
San Jose Office

Mike is an industry veteran with 30 years of experience in every aspect of retirement planning, including registered investment advisory, third party administration, and record keeping.  His list of credentials is as extensive as it is impressive: Qualified Pension Administrator (QPA), Qualified 401K Administrator (QKA), Certified Pension Consultant (CPC), Qualified Pension Financial Consultant (QPFC), Accredited Investment Fiduciary (AIF®), Tax Exempt and Governmental Plan Consultant (TGPC), Certified Behavioral Finance Analyst (CBFA), Professional Plan Consultant (PPC), Global Fiduciary Strategist (GFS).  Mike is also a former member of the Schwab SRT Technologies Advisory Board, Schwab TPA Advisory Board, and Fidelity/IBG Advisory Board.

Favorite hobby/interests

– Anything on the water or the mountain…fishing, skiing, wakeboarding…

Guilty pleasure

– All you can eat pizza buffets.

What would be your career if you didn’t choose this one?

– Fishing guide.

Favorite restaurant

– anything BBQ.

Favorite books

– Robert Ludlum novels.


– 2 kids, 3 dogs.

Anything else we should know?

– I have taught courses on employee benefits and pensions for San Jose State, the UC extension, as well as the American Society of Pension Professionals and Actuaries.