Michael Allard
Managing Director | Client Advisor | Silicon Valley
mallard@freestonecapital.com
Phone
415.510.6820
415.510.6850
Fax
206.707.7399
Michael joins Freestone 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 Scharf Investments 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 huge sports fan, often going to great lengths and distances to attend professional and collegiate sporting events. He is also active in the Santa Cruz community, sitting on the Board of Directors of Hospice of Santa Cruz County and volunteering his time with the Rotary Club of Santa Cruz. Michael is a Director Emeritus of the Dominican Hospital Foundation (Dignity Health), and past board member of Cabrillo College Foundation and The Santa Cruz Museum of Art and History. He and his wife, Kalena, recently became empty nesters with their two boys off on their own adventures.
Recognition
Mike has been recognized by Five Star Professional as a Five Star Wealth Manager from 2023 to 2024.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP) and was issued on 11/1/2024 for the time period covering 2/13/2024 through 8/30/2024 (for methodology, click https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials.