Michael Allen
Managing Director, Wealth PlanningCFP®
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Michael Allen, CFP®, is Managing Director of Wealth Planning at The Stanley-Laman Group, which he joined in 2016. He is the primary relationship manager for many of the firm's largest and most complex client relationships and the central point of contact and coordination across the firm's investment and tax planning teams.
Michael builds detailed financial profiles for clients with complex wealth structures, so that the firm's advisors understand each client's assets, business interests, family structure, and planning objectives. He explains investment strategies and estate planning concepts to clients in plain terms, including how they work and what they mean for the client.
Michael earned his Bachelor of Science in Economics from Temple University's Fox School of Business, graduating with Latin honors, and was active in Alpha Epsilon Pi fraternity. He is a CERTIFIED FINANCIAL PLANNER® professional.