Michael Trezza

Investment Advisor at Edelman Financial Engines | Series 65 | CRPC™ |

Michael Trezza is an Investment Advisor Representative with the Chartered Retirement Planning Counselor™ (CRPC™) designation, currently working at Edelman Financial Engines.1 2 In his role, he assists clients in achieving their financial goals.1

Professional Background

Michael Trezza holds a Series 65 license, which qualifies him to act as an investment adviser representative.2 This license allows him to provide investment advice and manage portfolios for clients. As a CRPC™, he has specialized knowledge in retirement planning.

Education

Trezza's educational background includes studies at William Paterson University, though the specific degree or field of study is not mentioned in the available information.1

Responsibilities

As an Investment Advisor Representative at Edelman Financial Engines, Michael Trezza's primary focus is on helping clients reach their financial objectives.1 This likely involves:

Providing personalized financial advice
Developing investment strategies
Assisting with retirement planning
Managing client portfolios

Online Presence

Michael Trezza maintains a professional presence on LinkedIn, where he shares insights related to financial success and investment strategies. For instance, he has posted content discussing perspectives on ultimate success from notable figures like Elon Musk and Steve Jobs.2

It's important to note that as a financial professional, Michael Trezza's background can be verified through FINRA's BrokerCheck, which provides information on investment adviser representatives and firms.3 4