Arthur B. Kagan, FSA, EA, is one of the most qualified Actuaries and Pension Plan consultants in the country. In his over 40 year career, he has helped thousands of plan sponsors with the management of their company’s retirement plans, as well as hundreds of thousands of plan participants with their pension benefits.
Mr. Kagan served as the President and sole owner of a third party administration (TPA) and actuarial consulting firm for 26 years serving 650 plans; Previously, he was president and partner of aTPA and actuarial firm serving 1400 plans. He is fully credentialed in actuarial valuations, plan funding, and present value calculations:
Mr. Kagan serves large, mid-size, and small plans covering all industries and all employer types. He specialize in all aspects of:
Mr. Kagan has presented many seminars on recent developments in pension plan industry and creative plan design to the Desert Estate Planning Council, California CPA Society, AXA Advisors, and various financial advisory and CPA firms. He has also presented seminars on Life Insurance in Qualified Retirement Plans to Financial Planning Association of Los Angeles.
Barrington Capital Management, Inc. provides customized financial solutions for unique financial challenges and objectives. Their expertise is in the development, implementation and ongoing management of a customized and diversified investment strategy. Barrington's mission is to assist in building, enhancing, and protecting personal wealth and maintaining financial security. President and Chief Executive Officer, Bob Lawson, has over 35 years of financial services experience as an Investment Advisory and Insurance Agency Executive, Securities Principal, and Options Principal. Bob proudly serves as an industry arbitrator for the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA), a Certified Fraud Examiner (CFE), ERISA (3)-21 Fiduciary, Master Registered Financial Consultant, and an Accredited Investment Fiduciary. In addition to teaching advanced investment strategies and Retirement Planning classes throughout the year.
Bob Lawson has special expertise in stock options and has presented the following Options Industry Council (OIC) seminars to retail and industry professionals throughout the United States:
Marguerita M. Cheng, CFP®, CRPC®, RICP®, CDFA™, Chief Executive Officer at Blue Ocean Global Wealth, is a Certified Financial Planning Expert with 18 years of experience. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Ms. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Ms. Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Marguerita Cheng CNBC Interview on Social Security
Awards and Honors - Ms. Cheng is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).
Litigation Support - Ms. Cheng serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. Services to attorneys representing plaintiff and defendant include financial due diligence, thorough reporting, depositions, and trial testimony as needed.
Areas of Litigation Expertise:
Barry L. Pulchin, CPA/ABV/CFF/CGMA, CFE, CVA, DABFA, has over 32 years of experience as a Certified Public Accountant. Mr. Pulchin is also a Certified Fraud Examiner and a Certified Valuation Analyst who specializes in Business Valuations. Mr. Pulchin's firm maintains a general commercial accounting practice with diversified clientele, which includes an extensive practice in the insurance agency, insurance underwriting, and reinsurance and actuarial industries. Other major commercial clientele are in the video duplication and real estate industries. Mr. Pulchin has appeared as a featured speaker on radio to discuss year-end tax planning and general business and valuation topics. He has been quoted in the New York Times regarding the tax ramifications of cooperation ownership and exchanges of ownership. Mr. Pulchin has given countless presentations and seminars on subjects within his areas of expertise including bankruptcy, forensic accounting, tax fraud, and business valuation. Barry Pulchin's Business Services Include: