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