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Michael Rufo, ChFC, CLU, LUTCF

Michael Rufo, ChFC, CLU, LUTCF

Retirement & Legacy Planning Consultant

Mike started his career with Equitable in 1983, and has held many positions that lend to his vast expertise in multiple specialties. His passion for serving others has given him a depth of understanding through his years at Equitable as Financial Consultant, District Manager, Educational Coordinator and Interim Branch Manager. 

As a Retirement & Legacy Planning Consultant, Mike focuses on wealth preservation and income distribution leading up to and continuing through retirement.  He is dedicated to helping individuals and businesses build their financial futures through in-depth analysis of current and future financial prospects. He builds strategic plans based on the unique individual needs of each client, along with a customized approach to ensure long-term success and goal attainment.

Maintaining a strong sense of community and a solid professional foundation are very important to Mike. He serves at Our Lady of Lourdes Shrine and serves on the board for Helping Hands at St. Pascals which assists with food and meal delivery for the homeless.  Mike and his wife Nancy currently live in Richmond Heights, and enjoy spending their time with their three adult daughters and grandchildren. When he is not building retirement plans or volunteering, Mike spends his time outdoors running, training for his 9th marathon, and multiple other outdoor sports and activities.  

Office Location:

1001 Lakeside Ave, Suite 1650
Cleveland, OH 44114

Certifications

Charted Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Life Underwriter Training Council Fellow (LUTCF)

Series 6, 7, 24, 26, 63, 65

Variable, Life and Health Insurance

Education

Cleveland State University
Bachelors of Science
Business Administration