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Michael Voltin Location
Austin, TX, US
Michael Voltin Work
Wealth Advisor @ (October 2024 - Present)
Wealth Management Advisor, Assistant Vice President @ (July 2018 - October 2024)
Financial Advisor @ (January 2013 - July 2018)
Marketing Consultant @ (July 2012 - August 2012)
Full Time Intern @ (January 2012 - May 2012)
Michael Voltin Education
The University of Texas at Austin
Bachelor's Degree
2007-2011
Michael Voltin Skills
Client Relationships
Customized Retirement Planning
Education Planning
Estate Planning Services
Goal Based Wealth Management
Investment Advising
Microsoft Office Applications
Problem Solving
Relationship Building
Risk Management
Wealth Preservation
Executive Benefit Strategies
Financial Strategy
Insurance Planning
Long Term Care Planning Strategies
Public Speaking
Wealth Preservation Planning
Estate Planning Strategies
Investment Advisory Services
Retirement Planning
Wealth Management
Social Media Marketing
Michael Voltin Summary
Michael Voltin, based in Austin, TX, US, is currently a Wealth Advisor at Wealth Partners Alliance. Michael Voltin brings experience from previous roles at Merrill Lynch Wealth Management, AXA Advisors, Raising Cane's LLC and Fleishman Hillard. Michael Voltin holds a 2007 - 2011 Bachelor's Degree @ The University of Texas at Austin. With a robust skill set that includes Client Relationships, Customized Retirement Planning, Education Planning, Estate Planning Services, Goal Based Wealth Management and more. Michael Voltin has 2 emails and 1 mobile phone numbers on RocketReach.
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