Michael Wallman Email & Phone Number

As an investment executive with over 25 years of experience in the financial services industry, I have developed a keen insight into developing professional and personal relationships.I bring my investment talents to each of my clients while providing superior client communication and service. I work closely with my clients in formulating appropriate strategies and my expertise lies in helping investments that match each client’s specific goals and objectives. Most of my practice is working with small business owners, real estate agents/brokers, artists, solo practitioners, and entrepreneurs addressing all aspects of their financial needs. I specialize in Comprehensive Financial Strategies for the LGBTQ community and am the founder of the “Life Planning for the Alternative Family” Seminars. I use a “Team Approach” to financial planning bringing in professional expertise in areas such as Taxation, Insurance, Wills & Trusts, Real Estate, etc. all of whom are well versed in the specific needs of the LGBTQ community.I have three daughters. In my spare time, I enjoy spending time with my family, watching college sporting events, and working out. I'm an active member of the community and am an advocate for the LGBTQ community in Orlando and Miami, where I've been a member of the Miami Dade Gay and Lesbian Chamber of Commerce since 1998, and have moderated monthly Lunch & Learn Central in downtown Miami. I've been fortunate to be able to speak in front of the local commissioners and politicians in Miami to gain support of the equal rights ordinance. I 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) 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.

Listed skills include Retirement Planning, Estate Planning, Long Term Care Insurance, Life Insurance, and 25 others.

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  University Of Miami

  Management