Michael Wallin Location
Franklin, TN, US
Michael Wallin Work
- 2015 - now Managing Partner @ Financial Architects & Consultants, LLC
- 2016 - now Co-Founder @ PanthRex Asset Management, LLC
- 2006 - now Certified Financial Planner(TM) and Investment Advisor Representative @ Mountain Brooke Wealth Management, LLC
- 2006 - now Retirement Planning Expert and Annuity Specialist | Estate Planning Advisor, Tax Efficiency Specialist @ Mountain Brooke Wealth Management, LLC
- 2006 - now Investor Coach and Financial Educator | Commission and Fee-based Financial Planner, Wealth and Money Manager @ Mountain Brooke Wealth Management, LLC
- 2006 - now Retirement Income Specialist | Investment Coach and Planner @ Mountain Brooke Wealth Management, LLC
- 2014 - 2018 President, Middle TN Chapter of Financial Planner Association @ Financial Planning Association (FPA)
- 2013 - 2014 Board Member of Middle TN Chapter @ Financial Planning Association (FPA)
- 2012 - 2014 Board Member of Middle TN Chapter @ Financial Planning Association (FPA)
- 2006 - 2015 Executive Vice President, Advisor Development @ Producers Equity Group, LLC
Michael Wallin Education
- Belmont University
Certification for Certified Financial Planner (TM) (Financial Planning and Services)
2008 - 2009 - Austin Peay State University
Bachelors of Business Administration (Marketing, Sales, and Finance)
1991 - 1993 - Chattanooga State Technical Community College
Business (Finance, Economics, )
1990 - 1991
- The University of Tennessee at Chattanooga
Business Administration and Computer Science (Business Administration and Computer Science)
1989 - 1990 - Truett-McConnell Baptist College
Business Administration and Management (General)
1988 - 1989 - Gordon Lee Memorial High School
College Preparatory
1985 - 1988
Michael Wallin Skills
- Retirement Planning
- Retirement
- Fixed Annuities
- Financial Advisory
- Estate Planning
- Strategic Financial Planning
- Investments
- Wealth Management
- Life Insurance
- Wealth
Michael Wallin Summary
Michael Wallin, based in Franklin, TN, US, is currently a Managing Partner at Financial Architects & Consultants, LLC. Michael Wallin brings experience from previous roles at PanthRex Asset Management, LLC and Mountain Brooke Wealth Management, LLC. Michael Wallin holds a 2008 - 2009 Certification for Certified Financial Planner (TM) in Financial Planning and Services @ Belmont University. With a robust skill set that includes Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Estate Planning and more. Michael Wallin has 1 emails and 2 mobile phone numbers on RocketReach.
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