Mike Allred

Lead Financial Planner at Secfi

Mike Allred, CFP®, currently serves as the Lead Financial Planner at Secfi since May 2024. Prior to this role, Mike held the position of Senior Financial Planner at Facet from May 2022 to May 2024, promoting the importance of effective financial planning for a fulfilling life. Mike's experience also includes serving as a Financial Planner at Haynie Wealth Management from May 2018 to January 2021, a Financial Advisor Associate at ISGAM AG from March 2017 to March 2018, and as a Registered Client Service Associate at Integrated Financial Planning Center from January 2016 to January 2017. Mike earned a Bachelor's Degree in Accounting from Utah State University.

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New York, United States

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Secfi

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Secfi provides equity planning expertise, tools, and financing so startup employees can own their stock options with confidence.


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51-200

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