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Michael Allbee, Cfp® Email & Phone Number

Principal, Senior Portfolio Manager and Chief Compliance Officer at BFSG, LLC
Location: Irvine, California, United States 4 work roles 2 schools
1 work email found @bfsg.com 4 phones found area 714 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@bfsg.com
Direct phone (714) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BFSG, LLC
Role
Principal, Senior Portfolio Manager and Chief Compliance Officer
Location
Irvine, California, United States
Company size
34 employees

Who is Michael Allbee, Cfp®? Overview

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Quick answer

Michael Allbee, Cfp® is listed as Principal, Senior Portfolio Manager and Chief Compliance Officer at BFSG, LLC, a company with 34 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at bfsg.com, phone signal with area code 714, and a matched LinkedIn profile for Michael Allbee, Cfp®.

Michael Allbee, Cfp® previously worked as Principal, Senior Portfolio Manager & Chief Compliance Officer at Bfsg, Llc and Portfolio Manager at Powers Capital Investments. Michael Allbee, Cfp® holds Bachelor'S Degree, Psychology from Ucla.

Company email context

Email format at BFSG, LLC

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*@bfsg.com
71% confidence

AeroLeads found 1 current-domain work email signal for Michael Allbee, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Portfolio Management, Securities, Alternative Investments, Asset Management, and 5 others.

Current workplace

Michael Allbee, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BFSG, LLC
Bfsg, Llc
Principal, Senior Portfolio Manager and Chief Compliance Officer
Irvine, CA, US
Website
bfsg.com
Employees
34
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Company profile
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4 roles

Michael Allbee, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal, Senior Portfolio Manager And Chief Compliance Officer

Bfsg, Llc

Irvine, CA, US

Principal, Senior Portfolio Manager & Chief Compliance Officer

Current
Bfsg, Llc

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.

Jan 2016 - Present

Portfolio Manager

Powers Capital Investments

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.

Jan 2007 - Dec 2015

Director Of Operations

Otci, Inc.

Operations Management, including developing and launching products, vendor management, and accounting.

Jun 2002 - Jan 2007
Team & coworkers

Colleagues at BFSG, LLC

Other employees you can reach at bfsg.com. View company contacts for 34 employees →

RF Rachel Fequiere Rachel Fequiere Colleague at Bfsg, Llc Irvine, California, United States, United States View → KJ Keith Johnson, Jr., Cfp® Keith Johnson, Jr., Cfp® Colleague at Bfsg, Llc Littleton, Colorado, United States, United States View → DS Darren Stewart, J.D. Darren Stewart, J.D. Colleague at Bfsg, Llc Anaheim, California, United States, United States View → NC Nicole Chou Nicole Chou Colleague at Bfsg, Llc Orange County, California, United States, United States View → IT Irene Tong, Cfa® Irene Tong, Cfa® Colleague at Bfsg, Llc Tustin, California, United States, United States View → PD Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Colleague at Bfsg, Llc Anaheim, California, United States, United States View → NM Nomfundo Millicent Nomfundo Millicent Colleague at Bfsg, Llc Pretoria, Gauteng, South Africa, South Africa View → ML Mark L. Blom, Cfp® Mark L. Blom, Cfp® Colleague at Bfsg, Llc Phoenix, Arizona, United States, United States View → ES Erin Schneider Erin Schneider Colleague at Bfsg, Llc Irvine, California, United States, United States View → FL Fernando Leonardo Fernando Leonardo Colleague at Bfsg, Llc Irvine, California, United States, United States View →
2 education records

Michael Allbee, Cfp® education

Bachelor'S Degree, Psychology

Ucla

Certificate, Financial Planning

University Of California, Irvine Division Of Continuing Education
FAQ

Frequently asked questions about Michael Allbee, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Allbee, Cfp® work for?

Michael Allbee, Cfp® works for BFSG, LLC.

What is Michael Allbee, Cfp®'s role at BFSG, LLC?

Michael Allbee, Cfp® is listed as Principal, Senior Portfolio Manager and Chief Compliance Officer at BFSG, LLC.

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

AeroLeads has found 1 work email signal at @bfsg.com for Michael Allbee, Cfp® at BFSG, LLC.

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

AeroLeads has found 4 phone signal(s) with area code 714 for Michael Allbee, Cfp® at BFSG, LLC.

Where is Michael Allbee, Cfp® based?

Michael Allbee, Cfp® is based in Irvine, California, United States while working with BFSG, LLC.

What companies has Michael Allbee, Cfp® worked for?

Michael Allbee, Cfp® has worked for Bfsg, Llc, Powers Capital Investments, and Otci, Inc..

Who are Michael Allbee, Cfp®'s colleagues at BFSG, LLC?

Michael Allbee, Cfp®'s colleagues at BFSG, LLC include Rachel Fequiere, Keith Johnson, Jr., Cfp®, Darren Stewart, J.D., Nicole Chou, and Irene Tong, Cfa®.

How can I contact Michael Allbee, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Allbee, Cfp® at BFSG, LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Allbee, Cfp® attend?

Michael Allbee, Cfp® holds Bachelor'S Degree, Psychology from Ucla.

What skills is Michael Allbee, Cfp® known for?

Michael Allbee, Cfp® is listed with skills including Portfolio Management, Securities, Alternative Investments, Asset Management, Hedge Funds, Mutual Funds, Wealth Management, and Investments.

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