Michael A. Montileone is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses. In 2007, he became a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors.
Prior to joining Allegheny, Mr. Montileone held a similar position with Integrated Financial Planning Services based in Heidelberg, Germany, to provide services for Americans living abroad. Additionally, he was a member of the armed forces in which he served 10 years with the Air Force Intelligence Command based in England, the U.K. and Greece. Mr. Montileone separated from the U.S. Air Force with honors on July 4, 1992.
Education & Professional Credentials
University of Maryland | Bachelor of Science Degree in Business and Management
Community College of the Air Force | Intelligence Collection Degree
CFP® Practitioner, Certified Financial Planner Board of Standards
Member of the Estate Planning Council of Pittsburgh
Awards & Recognition
Repeat recipient of the Five Star Wealth Manager Award
Quoted in magazines such as: Marketing News Fidelity Focus, Medical Economics, Physicians Weekly, Registered Representative, Investment Advisor, North Hills New Record, Tribune Review, Pittsburgh Business Times, Pittsburgh Post-Gazette, and Dental Practice and Finance
Supports many different charities in and around the Pittsburgh area
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Our focus is our client’s goals. Each client has a unique set of circumstances and a unique set of objectives. We believe our role is to have a deep understanding of each individual client and to provide advice over the long term that allows them the best opportunity to reach their goals.
We believe that caring for the client is the most important element of our success. When care is the priority, all means of providing our services come naturally-whether that means specialized expertise or technological resources. Our most important resource, though, is people: professional advisors with the desire to provide maximum care. Clients who know us, know they are our focus.