Mike Polito, CFP®, CLU®, ChFC®, RICP® in

Mike Polito, CFP®, CLU®, ChFC®, RICP®

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Financial Adviser & Founder at Polito Financial & Insurance
📍 Dedham, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
Financial Adviser & Founder
Job Level
Leadership
Location
Dedham, Massachusetts, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2007
Financial Adviser & Founder
Polito Financial & Insurance
3-2019
Financial Advisor – Investment Advisory and Wealth Management
Eagle Strategies, LLC
10-2007
Agent – Life, Annuities, Disability, and Long-Term Care Insurance
New York Life Insurance Company
10-2007
Registered Representative – Insurance and Investments Products
NYLIFE Securities LLC
8-2006 - 10-2007
Derivatives Accountant
Sun Life Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2002 - 5-2005
Corporate Finance & Accounting
Bentley University
ChFC
The American College of Financial Services
9-2019 - 10-2020
RICP
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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