Meet Mike, your new advisor.
Work with one of our financial advisors on an as-needed basis to get help with your company equity.
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Work with one of our financial advisors on an as-needed basis to get help with your company equity.
Lead Financial Planner
Mike Allred is a Financial Planner at Secfi and is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Behavioral Finance Professional™. He specializes in helping clients navigate the complex world of equity compensation as part of their overall financial planning. Helping them maximize their stock options and other resources so they can live their best life is Mike's goal. In his prior roles, he has worked with small business owners, retirees, and many other professionals to solve the financial issues they face. He enjoys the exciting challenges and energy in the tech space.
Equal parts outdoors and city, Mike loves discovering the best restaurants and coffee shops with his partner near their home in New York City. They also enjoy going to the beach and romping around the city with their doggo, Mogli. Whenever possible, Mike likes to fly out west to ski, hike, and explore the great outdoors.
Mike loves to spend time with friends, family, and dog Mogli whenever possible. Having grown up in Utah, Mike enjoys being in nature whether carving down the slopes, hitting the trails for a run, or diving into a refreshing body of water. He is also passionate about traveling and loves to have an adventure on the calendar to look forward to.
Just two days after graduating high school, Mike and a friend boarded a one-way flight to Alaska with no prior contacts or plans. They spent the summer working and exploring extensively, determined to make money for school and lasting memories. They were successful and left with the confidence to tackle any challenge.
All inclusive pricing starting at $1,800/quarter.
Fee-only advisors
Fiduciary duty
Personalized service
Take the first step by scheduling your intro call below.