Who I Am:
I am a retirement and pension administrator consultant emphasizing in the representation of clients with regulatory agencies concerning retirement plan matters and supports
family law attorneys by drafting Qualified Domestic Relations Orders (QDROs).
Prior to becoming a Principal in California Pensions, I was President, Chief Executive Officer and Senior Trust Officer, of California Central Trust Bank in Irvine, California from 1988 to 1992. During my tenure there, the bank and trust assets grew three times to $157 million and $900 million, and profitability went from negative to a net of $2 million annually.
Who I Help:
I help clients with self-directed retirement plans consisting of defined benefit plans (including cash balance) and defined contribution plans (including profit sharing, 401(k), 403(b), 457, new comparability, age weighted, and money purchase plans)
How I Help:
I specialize in design, implementation, administration, asset record keeping, and employee communication for all types of retirement plans.
I act as an administrator, record keeper, and consultant for all types of qualified and non-qualified plans and have been providing these services for individuals, corporation, and financial institutions since 1992.
If you have any questions please visit www.pacpensions.com or give me a call at (310) 461-0340.
Free consultation (30 minutes)
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|President||California Pension Administrators & Consultants, Inc.||1993 - Present|
|President||California Central Trust Bank||1988 - 1992|
|Senior Vice President||California Central Trust Bank||1986 - 1988|
|Vice President Senior Trust Officer||Lloyds Bank||1984 - 1986|
|Vice President Government Relations||Lloyds Bank||1979 - 1983|
|Association name||Position name||Duration|
|Culver Marina Bar Association||N/A||2010 - Present|
|Los Angeles County Bar Association||N/A||1982 - Present|
|American Bar Assoication||N/A||N/A|
|Beverly Hills Bar Association||N/A||1992 - 2007|
|Executive Forum Cal State Fullerton||Member||1988 - 1992|
|Indpendent Bankers Association||member National Public Relations Committee||1988 - 1992|
|California Bankers Council||Member Executive Committee||1981 - 1991|
|Univ of California Santa Barbara||N/A||undergraduate||N/A|
|University of West Los Angeles School of Law - West Los Angeles||Law||JD - Juris Doctor||N/A|
|UBS Colorado Springs||7 COMMON DEFECTS IN SMALL BUSINESS AND PROFESSIONAL PLANS THAT CAN DESTROY YOUR RETIREMENT DREAMS||2011|