About Us

Michael J. Daso, ChFC

Financial Planner
Phone: 216-227-1226
Fax: 216-227-1228

Michael is a financial planner who works primarily with professionals, small business owners and retirees to help them prioritize their personal goals and objectives through comprehensive financial planning.

Michael  holds a Series 7 securities registration as well as his life, health and variable products (insurance and annuities) licenses.  He also holds a Chartered Financial Consultant (ChFC) designation, which he earned from American College in 2000.

Michael is a graduate of Denison University, where he double majored in Mathematics and Economics.  He lives in Lakewood, Ohio with his wife and four children.  In his spare time, Michael is the goalie for an adult soccer league and participates in triathlons.  He is on the board of directors for both the Lakewood Chamber of Commerce and the Lakewood Historical Society.



 


 





16300 Delaware Ave


Lakewood, OH

216-227-1226




 



 


 


 


 


 


 


Securities and investment advisory services offered through AXA 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

Stratus Advisors is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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