Michael Tancreti headshot

Michael Tancreti

Paraplanner

I have proudly been a member of the EFA team since 2020, progressing from Financial Planner Assistant to Paraplanner Assistant, and now serving as a Paraplanner. Prior to joining EFA, I worked as a loan specialist at JP Morgan Chase Bank and managed a CVS Health store, where I honed my customer service and financial skills.

I hold a Bachelor’s Degree in Finance from St. Petersburg College and have obtained my Series 65 License, along with the 2-15 Life, Health, and Variable Annuity License. Currently, I am pursuing my Chartered Life Underwriter (CLU) designation, with plans to obtain the Certified Financial Planner (CFP) certification in the future to further enhance my expertise.

Outside of my professional pursuits, I have a diverse range of interests. I am an avid collector of coins, cards, and sports memorabilia, and I enjoy playing Pickleball and Bowling. I am passionate about continuous learning and value the time I spend with friends and family, ensuring a meaningful balance between my professional and personal life.