Five Star award winner Michael Allen, RICP®

PROFESSIONAL PROFILE

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Michael Allen, RICP^®

Investment Adviser

Laurel Financial Group, Inc.

9 Dorchester Drive

Pittsburgh, PA 15241

Office: 412-831-7800

mike@laurelfinancialgroup.com
www.laurelfinancialgroup.com

Professional Approach

Mike is an investment advisor and has been with Laurel Financial Group since January 2015. Mike has earned the distinction of being a Retirement Income Certified Professional® through his focused study on creating sustainable retirement income plans. Mike primarily creates and reviews portfolio allocations and retirement income plans for clients. He is also heavily involved in the security selection and monitoring process. His background in engineering helps him thoroughly break down a financial situation and recognize a realistic approach for helping clients reach their goals. From his time on the football field, Mike also knows firsthand that a game plan is only as good as its execution. He prioritizes plan monitoring and clear, realistic goals among the most important parts of implementing a plan.

Mike graduated from Case Western Reserve University with a BS in mechanical engineering in 2012. After graduation, he spent nearly three years as an application engineer in the welding industry with the Lincoln Electric Company in Cleveland, Ohio, where he helped customers identify and solve their welding issues. He specialized in aluminum and robotic processes, and he can lay down a pretty nice bead if he does say so himself. Mike really values his time spent at Lincoln, where he got to develop solutions with other engineers and welders from all over the world. Mike made the switch from engineering to financial planning out of a desire for a career that was relevant to more people in their everyday lives. He has always thrived and felt most in his element when helping others solve problems, so he thoroughly enjoys helping clients work through personal finance issues such as retirement planning.

Mike enjoys many things in life but is definitely in a coffee and cycling phase right now. He is mastering the art of pour over and French press coffee brewing and is trying to ride 40 miles a week. Mike is also always up for some golf, but buyer beware, his game ranges from that of Dustin Johnson to someone who has never hit a ball before on any given day. Cooking is also one of Mike's loves and he's become half decent at it because his true passion is eating. Mike and his wife, Rebecca, live in Peters Township with their son, Harrison and their cat, Misha.

Mike would love to help you with any issues involving retirement planning, small business retirement plans, debt consolidation, payoff planning, college saving, or just general investing. He's also nifty if you need to cook for someone who is gluten-free like his wife.

See Accomplishments

This award was issued on 06/01/2025 by Five Star Professional (FSP) for the time period 09/18/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1965 Pittsburgh-area wealth managers were considered for the award; 211 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,854, 231, 13%, 6/1/24, 9/12/23 - 3/29/24; 2023: 1,818, 233, 12.8%, 6/1/23, 9/12/22 - 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 - 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 - 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 - 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 - 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 - 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 - 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 - 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 - 4/19/12.

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Asset management and financial planning services offered through Laurel Financial Group are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.