Michael J. Rea, CFP®, ChFC®
Michael Rea is a Retirement Planning Specialist1 and has been with Equitable 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™ professional (CFP®)2 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 Equitable 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 lives in East Amherst with his wife Angela.
- Bronze Eagle
- Hall of Fame
- Order of Excalibur
- Circle of Excellence
Office: (716) 626-2541
1.Retirement Planning Specialist title awarded by Equitable 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.↩
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Equitable atretirement@Equitable-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@Equitable-equitable.com.