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. He also holds his Series 7 and 24 designations.
