About Us

Michael Rufo, ChFC, CLU

At Retirement Group Retirement Planning Specialist
Phone: (216) 615-7475
Fax: (216) 861-7607

Mike Rufo began his career in 1983. As a financial professional with Equitable Advisors, and active member of the Northeast, Ohio community, Mike is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills over his 20 year career, Mike has regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:


  • Chartered Life Underwriter (CLU) professional designation of The American College
  • Chartered Financial Consultant (ChFC) professional designation of The American College
  • NASD securities registrations: Series 6,7,24,26,63, and 65.



Mike has a Bachelors of Business Administration from Cleveland State University.



Maintaining a strong sense of community and a solid professional foundation are very important to Mike. His community activities and professional affiliations include:



  • Member of the Million Dollar Roundtable
  • Financial Planners Association
  • Cleveland Chapter of Society for Financial Professionals
  • Member of the Heights Regional Chamber of Commerce
  • Unit Head of Families in Christ Jesus



Mike lives with his wife, Nancy, in Richmond Heights, Ohio with thier three daughters.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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