Michael J. Allen
Investment Adviser Representative
Mike is an Investment Adviser Representative of Commonwealth Financial Network® and has been with Laurel Financial Group since January 2015 and has his FINRA Series 7 and 66 securities registrations. Mike primarily creates and reviews portfolio allocations, as well as retirement income plans for clients. He is also heavily involved in the security selection and monitoring process. His background in engineering helps him thoroughly break down a financial situation and recognize a realistic approach for helping clients reach their goals. From his time on the football field, Mike also knows firsthand that a game plan is only as good as its execution. He prioritizes plan monitoring and clear, realistic goals among the most important parts of implementing a plan.
Mike graduated from Case Western Reserve University with a BS in mechanical engineering in 2012. After graduation, he spent nearly three years as an application engineer in the welding industry with the Lincoln Electric Company in Cleveland, Ohio, where he helped customers identify and solve their welding issues. Mike made the switch from engineering to financial planning out of a desire for a career that was relevant to more people in their everyday lives. He has always thrived and felt most in his element when helping others solve problems, so he thoroughly enjoys helping clients work through personal finance issues such as retirement planning.
Mike appreciates many things in life, but his key interests lie in the fields of food, golf, fishing, Steelers football, and Penguins hockey. Most of his time outside of work, however, is spent keeping his home and yard from falling apart. Mike and his wife, Rebecca, live in Whitehall with their cat, Misha, whose mischief takes up whatever time isn’t spent on the house.
Mike would love to help you with any issues involving retirement planning, small business retirement plans, debt consolidation and payoff planning, college saving, or just general investing.