Syl Michelin

Financial Advisor at Walkner Condon Financial Advisors

Role: Partner Financial Advisor at Walkner Condon Financial Advisors
Location: Madison, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Syl Michelin

Simplifying Wealth Management for U.S. Expats & Global Professionals As a Financial…

Experience

Partner Financial Advisor
Walkner Condon Financial Advisors
Sep 2020 — Present · Madison, WI, US
Provide fiduciary financial planning and investment advisory services, specializing in U.S. expats and globally mobile clients- Develop customized financial plans and investment strategies- Address cross-border financial challenges, including tax implications and retirement planning- Maintain strong client relationships built on trust, transparency, and results.

Education

New York Institute of Technology
Bachelor's degree
2000 — 2003
CFA Institute
CFA Charter
2010 — 2012

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@walknercondon.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Walkner Condon Financial Advisors

Financial Services · 17 employees · Founded 2011 · Madison, Wisconsin, United States

Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.

walknercondon.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Syl Michelin

Experience

Partner Financial Advisor

Education

New York Institute of Technology

CFA Institute

Find verified contacts for anyone on LinkedIn