Dominic Riccardo

CLU®

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Dominic Riccardo

Director of Advanced Planning

About Dominic

Dominic Riccardo is the Director of Advanced Planning for Marcum Insurance Services. He is responsible for supporting advisors by creating and implementing advanced case designs.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

Broker Check

Subject Matter Expertise

Life Insurance
Long-Term Care Insurance Planning
Annuities

Education and Certifications

Bachelor of Business Administration in Corporate Financial Management, The University of Akron

Chartered Life Underwriter (CLU®)

Ohio Life, Accident & Health License

Series 7

Notary Public