Senior Retirement Solutions Consultant - San Diego Team - Strategic Retirement Solutions
Mike joined Commonwealth in May 2011 as a retirement operations specialist and was promoted to team lead in May 2014. In February 2017, Mike transitioned to the Strategic Retirement Solutions team as a retirement consultant. In this role, Mike assists advisors and home office staff on a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, portability, and the like. He stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news. Mike earned a degree in economics from Cal Poly San Luis Obispo, with a concentration in management. Before joining Commonwealth, he lived in Orange County where he worked for Wells Fargo Advisors in the operations department. In his free time, Mike enjoys the outdoors, watching movies, and spending time with friends and family. He is also an avid sports fan. His favorite teams are the Los Angeles Lakers and the Los Angeles Dodgers.