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Michael Allen
Financial Advisor
As a Financial Advisor, I run a planning-based practice centered around clients’ goals and objectives. Common concerns for many clients are knowing when they can stop working full-time, when is the right time to file for Social Security, and in many cases, finding ways to provide a generational legacy.
Before entering the financial services industry, I graduated from Texas Tech University with a degree in Industrial Engineering and have worked in commercial insurance, as a financial consultant in Central America, and both serviced and designed retirement plans with Lincoln Financial Group. Now a Financial Advisor with the Oregon City branch of Wells Fargo Advisors, I take pride in having such a powerful platform to operate from, providing value to clients and their families.
As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a small, but mighty dedicated team. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the strategies I use to help keep you on course toward your objectives. My mission is to help each one of my clients plan for a financial future in a way that best meets their needs.
Away from the office, I enjoy spending time with my wife and son, studying Spanish & Japanese, and relishing every opportunity to be outdoors in the beautiful Pacific Northwest.
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Investment expertise and advice in an effort to help clients succeed financially
