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A private forum to discuss implementation/operation of the IQD Wealth Management System and supporting wealth management tips & techniques.

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Wealth Management Group Forum » Wealth Management Planning Resources » General Forum Information » Consultant's Background » Administrator's Background

Administrator's Background

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1Administrator's Background Empty Administrator's Background Tue Apr 27, 2010 6:14 pm

Admin

Admin
Admin

We have been in the Retirement Consulting field since 1967 and currently serve as the CEO of a Retirement Consulting firm, MJ Consulting Group, Inc. located in Pasadena, CA. Educational background includes Colgate University (BA 1960), University of Southern California (MBA 1972). Served US Navy (1960-1967) including two tours in Vietnam (64-66). Married 1964, have a son (42) CEO of a limousine service in Northern California, daughter (39) CEO of a Health Information Auditing company and one grandson (7). Professional credential is Enrolled Retirement Plan Agent (ERPA) #000008-EP, certified to represent clients before the IRS on retirement plan matters. Our ERPA credential can be verified at the IRS Website under the Active ERPAs link, we are Michael A. Jones Line 146. Professional association membership for continuing education is the American Society Of Pension Professionals & Actuaries

CONTACT INFO:

Mike Jones, ERPA
MJ Consulting Group, Inc.
3452 E. Foothill Blvd., #305
Pasadena, CA 91107
(626)356-9996 Phone - Pacific Standard Time (PST)
(626)449-8808 Fax
mjgroup.com
mjones (at) mjgroup.com

http://mjgroup.com

2Administrator's Background Empty Re: Administrator's Background Mon May 10, 2010 4:32 pm

dkunisaki


Moderator

Very impressive background and the photo is very becoming.

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Wealth Management Group Forum » Wealth Management Planning Resources » General Forum Information » Consultant's Background » Administrator's Background

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