Michael Trezza, Social Security & Medicare Planning Advisor
Michael Trezza
Financial Planner, Bergen Financial Group
Professional Profile
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.
Contact Michael
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.