Osmundo Bernabe, EA

Osmundo Bernabe, EA

Enrolled Actuary

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Phone: 480-361-1334
Fax: 480-361-1457
E-mail:
 
Osmundo Bernabe, EA is an enrolled actuary who has partnered with insurance brokers, CPAs, Third Party Plan Administrators and other professionals involved in servicing various retirement plans including cash balanced plans, 401(k) Plans, and 403(b) plans.  With his decade long association with these professionals, Osmundo truly understands the unique needs of small business owners in establishing their own retirement plans.
 
As an enorlled actuary Osmundo is eligible to practice before the IRS on retirement plan matters.  He is a proud member of the American Society of Pension Professionals and Actuaries (ASPPA).  Mr. Bernabe also has earned the credentials of Certified Pension Consultant from ASPPA.  EJJ Assoc is excited to welcome Osmundo on board and we look forward to working with him for years to come!
 
Osmundo Bernabe is not affiliated with Woodbury Financial Services, Inc.