Michael Allbee, Cfp®

Michael Allbee, Cfp® Email and Phone Number

Principal, Senior Portfolio Manager and Chief Compliance Officer @ BFSG, LLC
Irvine, CA, US
Michael Allbee, Cfp®'s Location
Irvine, California, United States, United States
Michael Allbee, Cfp®'s Contact Details

Michael Allbee, Cfp® work email

Michael Allbee, Cfp® personal email

About Michael Allbee, Cfp®

I wake up excited to get to work because I get to have a direct impact on helping people achieve their life and financial dreams. My financial planning is goal-centered and built around each person's unique situation and issues. As a CFP® professional, I'm a fiduciary—that means I look out for your best interests.I have spent over 15 years in the financial services industry working with individuals. My primary objectives are helping my clients:- Create a financial road-map so they can make sound financial decisions- Manage and understand their risks- Achieve their wants and needsWhen not working with clients, I can be found having fun playing sports with my sons (especially soccer), or in the mountains or at the beach with my wife and family. We love to travel and have new experiences, or help others through volunteer service.To learn more about how I can help, please contact me at:Phone: 714-282-1566Email: contactus@bfsg.com

Michael Allbee, Cfp®'s Current Company Details
BFSG, LLC

Bfsg, Llc

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Principal, Senior Portfolio Manager and Chief Compliance Officer
Irvine, CA, US
Website:
bfsg.com
Employees:
34
Michael Allbee, Cfp® Work Experience Details
  • Bfsg, Llc
    Principal, Senior Portfolio Manager And Chief Compliance Officer
    Bfsg, Llc
    Irvine, Ca, Us
    View
  • Bfsg, Llc
    Principal, Senior Portfolio Manager & Chief Compliance Officer
    Bfsg, Llc Jan 2016 - Present
    Irvine, Ca, Us
    As a Senior Portfolio Manager of Benefit Financial Services Group ("BFSG"), I help individuals, couples, and families work towards successfully managing investments, taxes, insurance, retirement, and estate plans. I build a financial road-map for my clients, coordinating investment goals with wealth management strategies, so my clients feel more certain they will be able to retire comfortably. I am a member of BFSG's Investment Committee and our Chief Compliance Officer, ensuring that we are in compliance with all government regulations. BFSG provides retirement plan consulting, financial planning and investment management for both employers and individuals. As fiduciaries we strive to provide full transparency to our clients and place their interests first. BFSG is a Registered Investment Adviser based in Irvine, California but serves clients nationwide.
    View
  • Powers Capital Investments
    Portfolio Manager
    Powers Capital Investments Jan 2007 - Dec 2015
    Mike’s responsibilities included securities and mutual fund analysis and selection, portfolio management, client servicing, and back-office support. In addition, he served as Powers Capital’s Chief Compliance Officer.
  • Otci, Inc.
    Director Of Operations
    Otci, Inc. Jun 2002 - Jan 2007
    Operations Management, including developing and launching products, vendor management, and accounting.

Michael Allbee, Cfp® Skills

Portfolio Management Securities Alternative Investments Asset Management Hedge Funds Mutual Funds Wealth Management Investments Asset Allocation

Michael Allbee, Cfp® Education Details

  • Ucla
    Ucla
    Psychology
  • University Of California, Irvine Division Of Continuing Education
    University Of California, Irvine Division Of Continuing Education
    Financial Planning

Frequently Asked Questions about Michael Allbee, Cfp®

What company does Michael Allbee, Cfp® work for?

Michael Allbee, Cfp® works for Bfsg, Llc

What is Michael Allbee, Cfp®'s role at the current company?

Michael Allbee, Cfp®'s current role is Principal, Senior Portfolio Manager and Chief Compliance Officer.

What is Michael Allbee, Cfp®'s email address?

Michael Allbee, Cfp®'s email address is mi****@****ail.com

What is Michael Allbee, Cfp®'s direct phone number?

Michael Allbee, Cfp®'s direct phone number is +171428*****

What schools did Michael Allbee, Cfp® attend?

Michael Allbee, Cfp® attended Ucla, University Of California, Irvine Division Of Continuing Education.

What skills is Michael Allbee, Cfp® known for?

Michael Allbee, Cfp® has skills like Portfolio Management, Securities, Alternative Investments, Asset Management, Hedge Funds, Mutual Funds, Wealth Management, Investments, Asset Allocation.

Who are Michael Allbee, Cfp®'s colleagues?

Michael Allbee, Cfp®'s colleagues are Tina Schackman, Cfa®, Cfp®, Chad A. Noorani, Darren Stewart, J.d., Mark L. Blom, Cfp®, Henry Vanbuskirk, Cfp®, Keith Johnson, Jr., Cfp®, Nomfundo Millicent.

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