Michael Lucidi, CFP, CLU
Case Design & Client Services Analyst
Michael joined Cohn Financial Group in 2014 in a dual role as a Case Design/Client Service Analyst, and now serves as the Director of Case Design. Michael has over 17 years of experience in estate and business planning, as well as a specialized expertise working with athletes and entertainers on their retirement and insurance planning. He genuinely loves his work, and his thoughtful, thorough, and creative approach is a valued asset to our team.
Michael attained his Certified Financial Planner® (CFP®) designation in 2007 as well as a Chartered Life Underwriter (CLU) from the American College of Financial Services, in 2010. In addition, he maintains his Series 6, 7, and 66 securities licenses. Michael is currently pursuing his Chartered Financial Consultant® (ChFC®) designation. He also recently served as the moderator for his Case Design Momentum Group, a handful of expert peers at other M Financial firms nationwide. Since joining Cohn Financial Group, he says “I have worked with some of the most intelligent people in the industry over the years, but Cohn Financial Group manages to attract the best and brightest of them.”
Michael began his insurance career in 2000 in San Diego as a registered representative. In 2005, he moved to Phoenix with his family seeking a new direction and position in the industry, specifically one focused in the life insurance field. Michael spent the past 8 years at local valley insurance firms in a case design role, before moving on to a boutique succession and exit planning firm, as their Director of Insurance Services.
Michael graduated from the University of Arizona in 1998. He has lived in the Phoenix area since 2005 with his wife, Brady, and three children, Matisse, Benjamin, and Emerson. Michael enjoys sports of all kinds, especially football and baseball, and coaching his children’s teams.
Email Michael at email@example.com