Founder: Actuary and Author Peter J. Neuwirth, FSA, FCA
Actuary and Author Peter J. Neuwirth, FSA, FCA, specializes in retirement plan issues. He is a 1979 graduate of Harvard College with a BA in Mathematics and Linguistics. After leaving Harvard, he went to work at Connecticut General Life Insurance, now CIGNA. For the next 38 years, he worked continuously as an actuary, holding significant leadership positions at a variety of firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson).Read more
Co-founder: Barry H. Sacks, PhD, JD
Reverse Mortgage/Retirement Portfolio Longevity Expert Barry Sacks Ph.D. earned his doctorate in semiconductor physics from M.I.T., then taught at U.C. Berkeley. He earned a J.D. from Harvard Law School and is a Certified Specialist in Taxation Law from the California Board of Legal Specialization. After spending 35 years as an ERISA attorney specializing in qualified retirement plans, he uses his breadth of skills to discover a role for a reverse mortgage to help make a retirement portfolio last longer. Barry’s law practice provides special services to tax professionals in “Offers in Compromise” for retirees living on 401(k) accounts or securities portfolios.Read more
Co-founder and CEO: Jackie Chin, MBA
Analytics executive Jackie Chin has nearly 30 years of diverse financial services experience, including actuarial consulting, predictive modeling, product management and analytics. As an executive at Charles Schwab, she championed and delivered key initiatives to help more clients meet their financial goals. She also launched a commission-free ETF Platform at Schwab, driving down the cost of ETF investing for all clients. Jackie graduated from SUNY Potsdam with a BA in Mathematics. Following graduation, she studied actuarial science and received an MBA from U.C. Berkeley. Jackie is a National Trustee for the Boys & Girls Club of America.
Dr. Tim Genda: Quantitative Analyst
Dr. Tim Genda is an independent quantitative analyst for Neuwirth Associates. He is also a Major in the Air Force Reserves, where he works as a Nuclear Debris Collection & Analysis Evaluator at the Air Force Technical Applications Center, Patrick Space Force Base, Florida.
Maj Genda received his BS in physics from the United States Air Force Academy as a distinguished graduate in 2010, his MS in nuclear engineering from the Air Force Institute of Technology in 2014, and a Ph.D. in nuclear engineering from the University of California, Berkeley in 2022.Read more
Affiliate Partner: Mary Jo Lafaye
A licensed Home Equity Retirement Specialist with Mutual of Omaha Mortgage, Mary Jo Lafaye is a top-rated specialist. She is focused on educating financial and legal advisors, Realtors, and the retirees they serve, offering monthly in-person educational seminars, webinars, continuing education, and MCLE classes for professionals, as well as informational seminars for homeowners. Mary Jo assists these professionals and their mature clients in creating sustainable *tax-free cash flow for a joyful retirement.Read more
Communications Director: Hope Katz Gibbs
Hope is the founder and president of Inkandescent PR + Publishing Co., a full-service firm she launched in 2008, and is proud to help entrepreneurs get the visibility they need. Hope has been a journalist since graduating from the Annenberg School of Communication at the University of Pennsylvania in 1986. She has a master’s degree in Educational Leadership from George Washington University.Read more
Executive Assistant and Office Administrator: Gabriel Guptill
Gabriel lives in Santa Rosa, CA, and provides an array of administrative and organizational services for Pete and other San Francisco Bay Area business executives. Gabe is a North Bay local with a BA in Political Science from Sonoma State University. He has worked closely with Pete on a wide variety of projects, including his books and the rebuilding of his home on his property. Gabe also serves as Peter Neuwirth’s Executive Assistant and the Office Administrator for Neuwirth Associates Consulting.
