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 and IRS rules and regulations
- Holds FINRA Series 7, 24, and 66 securities registrations
- Holds the Chartered Retirement Plans SpecialistSM (CRPS®) and the Certified Plan Fiduciary Advisor (CPFA) designation
- Earned 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
