Our Team

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

 

Michael brings his investment talents to each of his clients as a Financial Planning, providing superior client communication and service.

 

Click here to learn more about Michael Wallman.

 

While working with clients, Michael Wallman of Wallman Financial refers clients to a carefully picked team of professionals. Together with Wallman Financial, this team of professionals develops a “holistic” approach to your overall financial future. Think of it as a way to save time and to reduce the headaches of making sure everyone is working together.

 

Links are being provided for information purposes only.

 

 

Real Estate Attorneys	Insurance and Annuities	Mortgage Consultant
Central Florida Barry Miller Barry Miller Law   South Florida Steven K. Baird, P.A. Attorney at Law	Central Florida Robert Washick Professional Benefit Administrators   South Florida Erik S. Sherman John Hancock Life Insurance Co   David Treece Treece Financial Group	Central Florida Gregg Whiteside Fidelity Mortgage Services, Inc. Fidelity Mortgage Services   South Florida Michael Vigil Guarantee Mortgage
Estate Planning	Investment Services	CPA / Accountants
Central Florida John Ruffier Lowndes Drosdick Doster & Kantor Reed, P.A. www.lowndes-law.com   Wes Dunaway Wes Dunaway, P.A.   South Florida Richard C Milstein Akerman P.A.   Jerry Chasen Chasen & Associates, P.A.	Central & South Florida Michael Wallman, Financial Planner Wallman Financial	Central Florida Christopher Kozlowski The Kozlowski CPA, EA   Candi W. Smith, E.A. College Park Accounting, Inc. collegeparkacct@bellsouth.net   South Florida Mark Scott, JD, LLM Kaufman Rossin & Co.   Monte E Kane, CPA PFS Kane & Company, P.A.