CPC & QPA (Certified Pension Consultant & Qualified Pension Administrator Designation from the American Society of Pension Professionals and Actuaries). Series 6 & 7 licensed through FINRA since 1979. Registered Investment Advisor. Life, Health and Disability Licensed through State of California. 34 years’ experience practicing in the Pension and Retirement Plan Design Field. Co-Owner at Innovative Pension for 23 years. Frequently provide Audit Assistance to Qualified Plan Sponsors under IRS examination.