Wallman Financial
Wallman Financial
Categories
Financial Planning
About
Wallman Financial, led by Michael Wallman, offers comprehensive financial planning services to individuals and couples in Orlando and Miami. With a focus on building secure financial futures, Wallman Financial is dedicated to providing trusted and experienced guidance tailored to diverse client needs. The firm's expertise encompasses a range of financial strategies, including investment management💵, retirement planning📈, and tax strategies,🔍 all aimed at helping clients achieve their financial goals and navigate their unique financial landscapes.
Put our 25+ years of experience to work for your financial goals.
Most of Michael’s practice is working with small business owners, real estate agents and brokers, artists, solo practitioners and entrepreneurs to address all aspects of their financial needs. He specializes in Financial Planning for the LGBTQ+ community and is the founder of the “Life Planning for the Alternative Family” Seminar Series.🌈 Michael uses a “Team Approach” to financial planning bringing in professional expertise in areas such as Taxation, Insurance, Wills and Trusts, Real Estate, etc. all of whom are well versed in the specific needs of the LGBT community.🏳️🌈
Additional Info
Sat on the speaker’s bureau for SAVE Dade, which is the leading LGBTQ advocacy organization in Miami-Dade County, I served two terms on the Code Enforcement Board for the City of Miami. Also sat on the board of directors for the MBA (Metropolitan Business Association) now PRIDE Chamber, Central Florida’s leading LGBT chamber of commerce and past chair of the SAC committee (School Advisory Council) at Glenridge Middle School in Orlando and Coral Way K-8 Center Miami, Florida.
