Mike Polito

About Mike Polito

As a child, both of my parents worked hard. My father worked countless weekends as a bartender as he built an insurance agency. My mother was a schoolteacher who consistently worked on improving her craft. By the time she retired, she had earned 4 master’s degrees. Along with work, they both gave back to the town, the church, and organizations they cared about. As I got older, I began to realize the important roles they both played in the community. People would always approach me to tell me they knew my parents and followed up with a story on the positive impact they left on them. These values were instilled in me, and I knew I wanted to have the same impact on my community.After graduating from Dedham High School in 2001, I went on to attend Bentley College where I earned a bachelor’s degree in Corporate Finance & Accounting in 2005. I spent a few years working in the corporate world as an accountant, but I did not get the satisfaction I wanted. In 2007, I decided to make a change. With the values I grew up with, I knew I wanted a career that allowed me to help people, enhance my education, and be a positive impact on the community. That is when I began my career in the financial services industry.Throughout my career, there have been many challenges in the financial markets and economy. While learning and working through them, I began to gain deeper knowledge of ideas and strategies to help people through these times. My passion shaped my business and focused my skills on two important areas; helping clients build and incorporate a retirement income plan, as well as a defined succession plan, ensuring the smooth transition of making sure our things go where we want them to.In my free time, you can find me within the community. I live in Dedham with my wife Laura, and our two children. I am an active member of Celestial Lodge of Freemasons, Norfolk Golf Club, former Town Meeting Member, and currently elected to the Board of Assessors.If my story of family values, education, and community involvement resonates with you and you’d like to talk, give me a call at or email me at m•••@politofinancial.com. You can also visit my website, High StreetDedham, MA 02••••81)

Experience

1. Agent Life, Annuities, Disability, and Long-term Care Insurance

   New York Life

   Oct 2007 — Present

   Agent licensed to sell insurance through New York Life Insurance Company

Education

• Bentley University

  Corporate Finance & Accounting, Financial Planning

• The American College of Financial Services

  ChFC, Chartered Financial Consultant (ChFC)

• The American College of Financial Services

  RICP, Retirement Income

Skills

• Insurance
• Hedge Funds
• 401k Rollovers
• Equities
• Life Insurance
• Accounting
• Property & Casualty Insurance
• Alternative Investments
• Fund Accounting
• Bloomberg
• Relationship Management
• Disability Insurance
• Iras
• Financial Analysis
• Series 63
• Fixed Income