Mike Allred

Associate Planner

Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over five years of experience in the financial planning industry. He is passionate about helping clients align their best life with sound financial health. He believes that affordable financial planning services should be available to all and delivered in an easy-to-implement and ongoing fashion. Outside of work, you can find him skiing, hiking, traveling, or searching for the best speakeasies with family and friends.

Education: Utah State University (BS)

“It takes as much energy to wish as it does to plan.” -Eleanor Roosevelt

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Get to know Mike

My Mom & I

Skiing in Utah with the family

In the mountains with friends

Always looking for water

What's the best meal you've ever had?

Paella in the south of Spain!

If you could be an animal, which would you be?

A lion! They are terrifying, fearless, and beautiful.

What's the last book you read?

Being Mortal By Atul Gawande

What are you currently watching on Netflix?

Ozark