Expert Qualifications

This experienced financial planner has over 50 years of experience in his field, with his work throughout his career involving actuarial services, pension plans, ERISA, government audits, marital dissolution, estate tax calculations, loss of income, death, disability, and insurance and annuity contracts. He earned a BA in mathematics from Rutgers University and his FSA, the highest level of education for an actuary. He is a licensed series 7 & 63 financial industry regulatory authority actuary. He is a member of several actuary societies including the American Academy of Actuaries and the American Society of Pension Professionals & Actuaries. He served as a consulting actuary at Alexander & Alexander, where he worked his way up to head actuary of the western region. He then served as a principal of retirement practices at Olaine, Hurst, & Hemrich. After a decade, he moved to Howard Johnson to serve as a consulting actuary. He then served as the President for the Morton Company and the Kagan Company before transitioning back to consulting. This expert currently serves as the owner and consulting actuary for an actuarial and pension services company in California.

Bio Snapshot

  • Location: CA
  • BA, Mathematics, Rutgers University
  • Certified, Financial Planner
  • Certified, Pension Administrator
  • Licensed, Series 7 & 63, Financial Industry Regulatory Authority
  • Member, Society of Actuaries
  • Member, American Academy of Actuaries
  • Member, American Society of Pension Professional & Actuaries
  • Member, National Institute of Pension Administrators
  • Member, Conference of Consulting Actuaries
  • Former, Consulting Actuary, Alexander & Alexander
  • Former, Head Actuary, Western Region, Alexander & Alexander
  • Former, Principal, Retirement Practice, Olaine Hurst & Hemrich
  • Former, Consulting Actuary, Howard Johnson
  • Former, President, The Morton Company
  • Former, President, The Kagan Company
  • Current, Owner & Consulting Actuary, an actuarial & pension services company in CA

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