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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

Michael Rea, CFP®, ChFC®

Michael Rea, CFP®, ChFC®

Retirement Planning Specialist

At Retirement Group

Michael Rea is a Retirement Planning Specialist 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®) professional certification and the Chartered Financial Consultant (ChFC®) 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.

Industry Recognitions

  • Hallmark
  • Circle of Excellence
  • Centurion

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

California Insurance License #: 0J19038


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (716) 626-2541
Fax (716) 631-4764
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck