Michael Allbee

Michael Allbee, CFP®

Principal | Senior Portfolio Manager | Chief Compliance Officer

Michael is a member of the Investment Committee. He is also our Chief Compliance Officer, ensuring that we are in compliance with all government regulations. Michael’s main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, and reviewing portfolios with clients. He has been with our firm since 2007.

Michael has a Bachelor of Science degree in Psychology from the University of California, Los Angeles (UCLA). He is a CERTIFIED FINANCIAL PLANNER™ professional and is a notary public.

What is your personal motto or mantra?
Mistakes are our greatest teachers.

What drew you to the wealth management industry?
I am a lifelong learner. The industry is always growing and changing, allowing me to continuously hone my craft.

The one word or phrase that best describes me is:
Committed (the adjective, not the verb). I choose my obligations wisely and then fully commit to them to their completion.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
“Every journey begins with a single step”. – Maya Angelou. I keep in mind my destination but focus on what I can control right now.