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