Retirement Planning SpecialistMike 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.