Michael J. Allegri is a financial advisor/managing principal, advising successful business owners and professionals. His clients receive investment, retirement and estate planning strategies guidance, emphasizing personal client service. With more than 20 years' experience as an entrepreneur and health care professional, he became a financial advisor to help solve complex financial issues, allowing the entrepreneur to concentrate on running their business.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.