My Story
Michael Tricaso is a Senior Financial Planner at Valmark Financial Group responsible for reviewing in force annuity contracts and generating annuity modules (including CARES and Income Rider Evaluations) to assist Valmark Member Firms and their clients in creating uniquely tailored and holistic financial plans.
Michael earned his BSBA in Finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
EDUCATION
- + BSBA in Finance, John Carroll University
DESIGNATIONS
- + CFP® – Certified Financial Planner
LICENSING
- + Series 7 and 24 Registrations
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients' unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
