Mike Clifford CPFA
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 and IRS rules and regulations
- Earned a BS in business management, with a concentration in marketing and management, from the University of Massachusetts Lowell
- Has prior experience as a client support administrator at Putnam Investments
- Holds the Certified Plan Fiduciary Advisor (CPFA) designation
