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