Our Qualifications

I’m dedicated to building a long-term relationship with you and all of my clients. I believe in helping you assess your financial goals and actively participate in the management of your finances to enable you to achieve your goals.

More than 10 years in financial services and another 15 years in senior management in the retail industry prepared me to help you.

 

I previously was president and CEO of Oak Hill Financial Services Company, a division of Oak Hill Banks, in Mason. Before that, I worked as vice president of retirement plan services at Peoples Bank in Marietta and as a financial advisor with AXA Advisors in Cincinnati.

 

I hold Series 7, 66 and 26 securities licenses*, and am licensed to sell variable* annunities, health and life insurance in Ohio, Kentucky, Indiana and Florida.

 

In addition, I’m active in our community, as a volunteer and a leader.

 

I belong to the Society of Financial Service Professionals — Cincinnati Chapter; the Rotary Club of Mason and Deerfield; the Northeast Cincinnati Chamber of Commerce in Mason; the Business Networking International Professional Group in Montgomery, in which I serve as president; and, the Greater Cincinnati Planned Giving Council

 

At Living Leaf Church in Mason, I contribute as a member of the finance committee as well as the leadership team.

 


Michael Comperchio is an Investment Advisor Representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States.

Michael Comperchio is licensed to offer securities products in Ohio, Kentucky, Indiana, and Florida. Michael Comperchio is also licensed to offer insurance products in Ohio, Kentucky, Indiana, and Florida.

The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Michael Comperchio is properly licensed.

*Securities and Investment Advisory Services offered through:

Sunset Financial Services, Inc.

3520 Broadway, Kansas City, MO 64111

Ph. (816) 753-7000 (Home Office)

Member FINRA - SIPC

Sunset Financial is not affiliated with Ultrova Wealth Resources, Inc.