Mike Triana, CRPS®, CPFA
Senior Retirement Solutions Consultant
- Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE, and SEP IRAs, including addressing operational inquiries and concerns, IRS rules and regulations, and other questions
- Holds FINRA Series 7, 24, and 66 securities registrations
- Holds the Chartered Retirement Plans SpecialistSM (CRPS®)
- Holds a BS from Cal Poly San Luis Obispo
- Has prior experience as a team lead in the Retirement Operations department and with Wells Fargo Advisors
