Michael Rea, CFP®, ChFC®

Michael Rea, CFP®, ChFC®

Retirement Planning Specialist

Office: (716) 626-2541
Fax: (716) 631-4764

Website: Visit my web site!

At Retirement Group

Michael Rea has been a Retirement Planning Specialist 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 Equitable Advisors 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.

Industry Recognitions

  • 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.

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’ affiliate, Equitable Life Insurance Company (NY, NY), 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 Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0J19038

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck