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Michael Allen, CFP®

Michael Allen, CFP®

Managing Partner/Financial Advisor

Mike is the Managing Partner for Security Financial Management in Brevard County. In addition to holding his Series 7, Series 66, life, and variable annuity licenses, Mike holds the designation of Certified Financial Planner™ (CFP®), and Certified Trustee of the Florida Public Pension Trustees Association (FPPTA). Mike is an active member of the Financial Services Institute. He is actively involved in local organizations including: Genesis House (board member), Parrish Medical Center (pension committee), Down Syndrome Association of Central Florida (finance committee chairman), and Indian River City United Methodist Church (former finance committee member).

Mike graduated from University of Central Florida. He and his wife Susan live in Cocoa, Florida where they are raising two children and attend the Indian River City United Methodist Church.