Michael Allard, SE-AWMA®
Managing Director Client Advisor Silicon Valley
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206.707.7399Michael joined Freestone in 2019 with over 25 years of experience in the wealth management industry. His career began at Charles Schwab, holding various positions over ten years. Most of his career has centered around developing and implementing investment plans for high net worth individuals, families and non-profit organizations.
Prior to joining Freestone, Michael spent over 13 years at a California-based investment management firm as a Senior Vice President of Client Relations.
Education
Michael earned a BS in Business Administration from California State University, Chico.
Outside Freestone
Michael enjoys outdoor activities and is a passionate sports enthusiast, often traveling far and wide to attend professional and collegiate sporting events. He is deeply committed to community service, serving on the boards of Hospice of Santa Cruz County, the Trust for Public Land (CA Advisory Board), and the Rotary Club of Santa Cruz. He is also Director Emeritus of the Dominican Hospital Foundation and has held board roles with the Cabrillo College Foundation and the Santa Cruz Museum of Art and History. In addition to his community service, Michael provides financial education to young athletes and entertainers, helping them build a strong foundation for long-term success. He and his wife, Kalena, are embracing life as empty nesters while their two sons embark on their own exciting journeys.
Recognition
Michael has been recognized by Five Star Professional as a Five Star Wealth Manager from 2023 to 2025.
College for Financial Planning (a Kaplan Company) owns the certification marks SE-AWMA®, Sports & Entertainment Accredited Wealth Management Advisor™. Use signifies that the user has successfully completed the SE-AWMA exam and ongoing credentialing requirements for certification.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2023–2025, based on annual data as of February 27 through August 25 for the years 2022–2024. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials. Please refer to our disclosures page for additional information: https://www.freestonecapital.com/disclosures/