Michael Rea, CFP® , ChFC®
Retirement Planning Specialist
Michael Rea is a Retirement Planning Specialist and has been with the company since 2007. He graduated Summa Cum Laude in Economics from the University at Buffalo. Michael also holds two of the most coveted industry designations; the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Financial Consultant (ChFC®) professional designation. As a believer in continual professional development, he earned a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. To top it off, Michael is also a member of the Elite Advisor Group at the Paramount Planning Group level. This group focuses on meeting the special needs of affluent individuals, corporate executives, and business owners.
Michael shares his knowledge and expertise with individuals and families to help them plan for retirement and invest in the future. He is an avid runner and supporter of our hometown teams The Buffalo Bills and The Buffalo Sabres. He lives in Clarence with his wife, Angela, and their sons Aiden and Jack.
Professional Recognitions:
Summit
Bronze Eagle
Silver Eagle
Hall of Fame
Order of Excalibur
Hallmark
Circle of Excellence
Centurion
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.