Michael Trezza, NSSA® & IRMAACP™ Advisor · Peoria, AZ

I prioritize each client’s best interest by delivering personalized financial planning and investment guidance tailored to their goals and circumstances. As a Financial Planner holding the Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Wealth Management Advisor™ (AWMA®) designations, along with Life & Health licensure, I focus on helping clients develop retirement strategies that are comprehensive, well-structured, and implemented with the highest level of fiduciary care.

By leveraging experience in loan structuring, insurance strategies, and new business development, I help support the growth and stewardship of client assets while working to ensure their long-term financial objectives remain within reach. My experience has strengthened my ability to build trust and confidence in client relationships through a practical, solutions-oriented approach.

Michael Trezza holds both the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, reflecting advanced training in retirement income and Medicare cost planning.

I regularly collaborate with professionals across banking, finance, lending, and asset management to align client goals with well-designed financial strategies. My work is grounded in diligent research and a deep understanding of each client’s unique needs, allowing me to deliver thoughtful guidance, exceptional service, and lasting professional partnerships.

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