Michael Balderson

Spokane area Certified Financial Planner Helping You Plan for Today & Tomorrow

Role
Founding Partner at Wealthmap Financial Advisors
Location
Spokane, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Michael Balderson

Our mission at WealthMap Financial Advisors is to inspire and educate our clients to embrace the positive impact Financial Planning can have on their lives, and to help them through the process of creating a Plan for themselves so they can enjoy a more meaningful life.Client services I focus on include:• Financial Planning• Retirement Income Planning• Investment Management• Life, Disability, and Long-Term Care Insurance• Company Employee BenefitsFor more information, visit my website email me at m•••@bhllc2.com, or call 50••••••71 with any questions, or to request a complimentary consultation.Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Experience

  1. Founding Partner

    Wealthmap Financial Advisors

    Jul 1997 — Present

    I am a Certified Financial Planner® professional and Investment Advisor Representative.Client services I focus on include:• Financial Planning• Retirement Income Planning• Investment Management• Life, Disability, and Long-Term Care Insurance• Company Employee BenefitsFor more information, visit my website email me at m•••@WealthMapFA.com, or call 50••••••71 with any questions, or to request a complimentary consultation.Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC.(doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Education

  • Eastern Washington University

    Master of Business Administration (M.B.A.)

    1981 — 1983

  • Eastern Washington University

    B.A. in Business Administration

    1977 — 1981

Skills

  • Management
  • Financial Planning
  • Certified Financial Planner
  • Business Strategy
  • Insurance Planning
  • Finance
  • Portfolio Management
  • Employer Provided Employee Benefits and Retirement Plans.
  • Investments
  • Retirement Income Planning
  • Investment Advisor Representative

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Michael Balderson — Founding Partner at Wealthmap Financial Advisors in Spokane, WA, US | Unifers