Michael Rufo, ChFC®, CLU®

Independence, OH

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
FINRA 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. He is currenlty a member of Families in Christ Jesus.

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

The Retirement Planning Specialist title is awarded by Equitable 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 Equitable Advisors' affiliated life insurance carrier, 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.