Wallman Financial

  • Financial Planning
4884 New Broad St
Ste.319
Orlando, FL 32814
(407) 470-8889
Hours:
M-F 8am-4pm
  • About

    Michael specializes in Financial Planning for the LGBTQ+ community and is the founder of the “Life Planning for the Alternative Family” Seminar Series.

    As an investment executive with over 25 years of experience in the financial services industry, Michael Wallman has developed a keen insight into developing professional and personal relationships.

    Michael brings his investment talents to each of his clients while providing quality client communication and service. He works closely with his clients in formulating appropriate strategies and his expertise lies in finding investments that match each client’s specific goals and objectives. Most of Michael’s practice is working with small business owners, real estate agents and brokers, artists, solo practitioners and entrepreneurs addressing 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 LGBTQ+ community.

    Tax and Financial Planning for Real Estate Professionals #solo401k #solopreneur #individual401k

  • Member Offers

    How do you put money aside for retirement when you’re self-employed?
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    The unique financial challenges LGBTQ+ people continue to face.
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  • Whom to Contact

    • Michael Wallman
      Managing Director
      4884 New Broad St
      Ste. 319
      Orlando, FL 32814
      Phone: (407) 470-8889
      Cell Phone: (305) 720-6739
  • Directions

    Located in Baldwin Park