We’re Singularly Focused on Superior Client Service
With nearly three decades of experience, Prevision Wealth Planning possesses both the knowledge and tools to help you feel financially organized. Beyond financial planning, we also assist with family planning, helping you think about your legacy and achieve growth for generations to come. We empower you to navigate through life with purpose and a clear plan.
Michael Walder
CRPC President • Investment Advisor
As a seasoned professional with more than 29 years of industry experience as a financial advisor, Michael is well prepared to help families plan for their future while living for today. Michael is a Chartered Retirement Professional Counselor and member of the Financial Planning Association. He enjoys spending time with his clients in the conference room or out on his boat.
Michael grew up in Aventura, FL and attended the University of Florida as a criminal justice major. He began his career at FMSBonds where he worked for 12 years and gained deep expertise in evaluating the credit support and legal protections for municipal bond investors. He married Robin in Miami in 2005 and they had a son, Merrick. In 2007, Michael accepted a position at A.G. Edwards and relocated to Asheville, NC where he continued as a bond specialist. As the financial crisis unfolded, A.G. Edwards was acquired by Wachovia, which in turn was acquired by Wells Fargo. This provided a platform to broaden his skillset into comprehensive financial planning and growth investing to meet the needs of clients focused on their long-range goals. In 2008, Michael and Robin welcomed their son, Shaun and in 2010 their daughter Brielle was born. A couple of years later, Michael and Robin moved back to Florida.
Michael enjoys fishing, boating, kayaking, cooking and bicycling almost daily. Michael listens to blues, country music and financial podcasts/webinars. He attends several conferences throughout the year to better serve his clients. He loves weekend getaways in the family RV with their two dogs, Asher and Luna.
Robin Walder
Client Relationship Manager
Robin earned her Bachelor’s of Science in Communications with a minor in Psychology in 1992 from East Carolina University. She is an accomplished jewelry designer, sculptor and metalsmith. She became a Pilates instructor in 2003 and a mother in 2006. Robin has brought her positive perspective to every aspect of her life. She lends her creative energy to local charities by investing her time with Chasin A Dream foundation and the local schools. She has been married to Michael since 2005 and has always supported his career. She is excited to join Prevision Wealth Management as the client relationship manager. She is resourceful, caring and creative and will seek to enhance client service.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals, to help us address your needs. Use the links below to learn more about our support teams.
