Valmark Financial Group
Michael Tricaso, CFP®, currently serves as a Senior Financial Planner at Valmark Financial Group since May 2019, having previously held the role of New Business Intern within the same organization. Prior experience includes a position as a Student Worker in the Office of Registrar at John Carroll University from May 2018 to May 2019. Michael Tricaso completed educational pursuits at John Carroll University from 2017 to 2020, with prior studies at Michigan State University in 2016, and graduated from Walsh Jesuit High School in 2016.
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Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.