Michael Rea, CFP®, ChFC®

Retirement Planning Specialist

Phone: 716-626-2541
E-mail:
At Retirement Group
 

Michael Rea is a Retirement Planning Specialist1 and has been with AXA since 2007.

Michael graduated Summa Cum Laude in Economics from University at Buffalo. He holds two of the most coveted industry designations; the CERTIFIED FINANCIAL PLANNER™ (CFP®)2 professional certification and the Chartered Financial Consultant (ChFC®)3 professional designation. As a believer in continual professional development, has also earned a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

He is also a member of the Sterling Group, a division of AXA Advisors, LLC which focuses on meeting the special needs of affluent individuals, corporate executives, and business owners.

Michael enjoys working with families and helping them meet and achieve their retirement and investment goals. He is an avid runner and supporter of our hometown teams The Buffalo Bills and The Buffalo Sabres. He got married in the Fall of 2016 and lives in East Amherst with his wife, Angela.

1.Retirement Planning Specialist title awarded by AXA Advisors, based upon the successful receipt of a certificate in Retirement Planning, Wharton.?

2. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.?

3. A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning. Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential.?

AGE 121352 (12/2016)(exp.12/2018)


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