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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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