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
Located in Baldwin Park