Broker Check
Michael Waln

Michael Waln

Financial Planner

Michael Burk Waln

 

 

Michael provides comprehensive wealth management planning and investment services to high net worth individuals, business owners, institutional nonprofit and for-profit organizations.  He has over 15 years in the financial services industry; with a focus on tax-efficiency, investment management, asset allocation and business development.  Michael also partners with practice experts, trust/fiduciary officers, business/commercial bankers, attorneys, and CPA’s to deliver customized solutions to clients. 

 

Before joining Navigation Group, Michael garnered experience representing some of the top investment managers in the world to both institutional and private clients.  He has personally worked with global hedge fund managers giving him unique insight when selecting appropriate alternative investments for his clients.  Michael is actively engaged in the risk management process and conducts performance reviews to investment committees, board members, and high net worth clients.  He focuses on reviewing investment and spending policies, liquidity requirements, and performs cash flow modeling to meet specific client needs.

 

Michael graduated cum laude from Columbia University in New York City where he was the starting varsity kicker on Columbia’s Division I Ivy League intercollegiate football team.  He began his career at Goldman Sachs and has since held senior level trading and investment advisory positions at other top institutions including the Private Bank at JP Morgan and the Private Bank at Bank of Texas. 

 

Managing investments, following the markets and helping people achieve their dreams is Michael’s passion.  He is fortunate to wake up every day and do something he truly enjoys. When he is not working, Michael loves spending time with his wife, Lisa, son Dominic, dog and cat.  He also enjoys fishing, soccer, tennis, swimming and running.