Michael Wallace, CFP®

Mike’s knowledge and experience in finance, financial markets and investments provides his clients with a rare combination of knowledgeable experience and current training and expertise. Mike’s experience includes 30 years in corporate and personal finance, including time associated with Wall Street firms.

His transition to personal finance was punctuated with his attainment of CERTIFIED FINANCIAL PLANNER™ professional status. Mike’s investment expertise has served his clients in not only retirement planning, but also company qualified plans and individual college savings.

Mike also instructs other financial professions on Investment Planning in the CERTIFIED FINANCIAL PLANNER™ Certificate program. Mike is a long-standing member of the Financial Planning Association of Jacksonville.

e-mail: mwallace@bullbearcapital.com