SEPira(k)
Joshua Cruz is a seasoned technology leader with a robust background in Salesforce development and organizational mentoring. Currently serving as Chief Technology Officer at SEPira(k) since January 2022, Joshua drives technical excellence and organizational growth. Previous experience includes roles as a Senior Salesforce Developer at Endowance Solutions and a Salesforce Developer at Amur Equipment Finance, where Joshua significantly improved client CRM usage and productivity through custom solutions. Additionally, Joshua has contributed to the tech community as a Career Services Mentor at Bethel School of Technology and as the founder of Digital Monestary, a digital marketing firm. Early career experience as an Associate Pastor at Crosswind Community Church further displays a commitment to community service and leadership. Educational achievements include training at Coding Dojo and ongoing professional development through Salesforce's Trailhead program.
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SEPira(k)
At SEPira(k), we're pioneering the future of retirement planning with our innovative and self-administered recordkeeping platform, tailor-made for solo entrepreneurs, freelancers, and small businesses. With over a century of combined experience in retirement plan consulting and technology solutions, we're on a mission to navigate individuals through the intricate world of retirement plans and IRS compliance. Specialties: Self-Directed Solo 401(k) Plans Retirement Plan Consulting Compliance & Recordkeeping Tools Alternative Investment Options Tax-Advantaged Retirement Solutions Our Offering: We provide a low-cost, flexible solution, giving access to a diverse range of investments including mutual funds, real estate, private placements, and more. From plan establishment to ongoing maintenance, our platform is accessible to all, ensuring tax-efficient wealth building. Values: Security: Safeguarding your data and investments Education: Empowering through knowledge Integrity: Upholding transparency and honesty Service: Prioritizing your needs Pioneering: Leading in innovation Fun: Cultivating a joyful experience Target Audience: Direct to Consumer: Individual businesses, sole proprietors Resellers: RIAs, CFPs, and Investment Advisors White Label: Trust Companies, Banks, Credit Unions š Connect with us to explore our transformative solutions and start your journey to tax-efficient retirement planning!