Guido Trevisan

Chartered Retirement Plans Specialist (CRPS®)

CA Insurance License #4563310

Guido is a licensed insurance broker in California. A University of Chicago mathematician by training, he works in the actuarial tradition of pricing risk and applies it daily to insurance and retirement plans. He has helped hundreds of small businesses set up their SIMPLE IRA and get covered, and he reviews every IRAPilot guide against the primary sources: IRS publications and forms, SECURE 2.0, DOL guidance, and state statutes.