Michael Rea, CFP®, ChFC®
Retirement Planning Specialist
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.
- Circle of Excellence
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.
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 firstname.lastname@example.org. Complaints about an AXA Advisors FP should be directed to email@example.com.
California Insurance License #: 0J19038
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