Optifino
Charles Rettig is a tax specialist with over 35 years of experience in tax controversy matters and litigation, currently serving as a shareholder at Chamberlain Hrdlicka since March 2024. Rettig also holds advisory roles with several organizations, including CAT Labs, 22nd Century Technologies Inc., upSWOT, Deep Cognition, and Optifino, focusing on digital asset recovery, IT services, and finance technology solutions. As a former Commissioner of the Internal Revenue Service from October 2018 to November 2022, Rettig managed a substantial federal agency. Additionally, as co-founder of the UCLA Extension VETS COUNT Scholarship Fund, Charles supports scholarships for military personnel pursuing careers in financial services. Formerly, Rettig served as President and co-founder of the PADI Foundation, promoting education and research related to aquatic environments.
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Optifino
We are officially out of stealth! Optifino is an insurtech platform for crafting high end life insurance portfolios backed by some of Silicon Valley's best VCs. Marrying expertise in the financial, technology and life insurance planning, we are demystifying and streamlining the life insurance to help people build and secure their wealth. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.