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.
– Anything on the water or the mountain…fishing, skiing, wakeboarding…
– All you can eat pizza buffets.
What would be your career if you didn’t choose this one?
– Fishing guide.
– anything BBQ.
– 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.
SAN JOSE HQ
738 N. First Street
San Jose, CA 95112
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.