Geordan Waldman

Geordan Waldman Email and Phone Number

Certified Liability Advisor and Loan Officer - NMLS # 1978660 - Geneva Financial, LLC @ Geneva Financial LLC
Geordan Waldman's Location
Los Angeles Metropolitan Area, United States
Geordan Waldman's Contact Details

Geordan Waldman work email

Geordan Waldman personal email

n/a
About Geordan Waldman

Geordan Waldman NMLS # 1978660Certified Liability Advisor | Strategic Mortgage Solutions | Cash Flow Maximization | Partnering for Client SuccessAs a Certified Liability Advisor, my focus is on transforming how clients view and manage debt. I work closely with homeowners, business owners, and investors to maximize cash flow, reduce interest expenses, and strategically structure liabilities in alignment with their financial goals. By shifting the perspective from “debt as a burden” to “debt as a wealth-building tool,” I empower clients to achieve greater financial stability and long-term security.My approach is unique. I don’t just facilitate mortgage transactions—I analyze clients’ overall financial landscapes, advising on the best strategies to align their mortgage with their broader financial goals. With tailored solutions like HomeSelect and other flexible products, I help clients free up cash flow, build equity faster, and secure the financial freedom they deserve.Key Areas of Expertise:-Strategic Mortgage Planning: Crafting customized loan solutions, including HELOCs, cash-out refinances, and hybrid structures, that align with clients' financial needs.-Cash Flow and Wealth Maximization: Structuring debt to ensure clients have optimal cash flow for investments, retirement savings, or personal goals.Partnering for Client Success:I’m always looking to collaborate with financial planners, tax advisors, real estate agents, and insurance professionals to offer clients comprehensive financial strategies. Together, we can help clients achieve lasting financial security.Experience:Certified Liability AdvisorSpecializing in Debt and Mortgage Solutions for Long-Term Wealth BuildingPhysicist and GerontologistAdvising clients on structuring mortgage debt to enhance cash flow and maximize net worth.Educating clients on products like HomeSelect and first-position HELOCs and so many more loan products to unlock financial flexibility.Collaborating with business partners to ensure clients have cohesive, goal-aligned financial plans.Mortgage Solutions Specialist | Loan AdvisorProviding strategic refinancing, cash-out options, and mortgage restructuring for homeowners and investors.Consulting with clients on navigating complex mortgage scenarios to achieve optimal financial outcomes.Let’s Connect: https://calendly.com/gwaldman-uqfv/30min

Geordan Waldman's Current Company Details
Geneva Financial LLC

Geneva Financial Llc

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Certified Liability Advisor and Loan Officer - NMLS # 1978660 - Geneva Financial, LLC
Employees:
201
Geordan Waldman Work Experience Details
  • Geneva Financial Llc
    Loan Officer
    Geneva Financial Llc May 2024 - Present
    Thousand Oaks, California, United States
  • Geneva Financial Llc
    Loan Officer
    Geneva Financial Llc May 2024 - Present
    Thousand Oaks, California, United States
  • National Institute Of Financial Education
    Faculty
    National Institute Of Financial Education Aug 2024 - Present
  • Doctor'S Choice Fitness
    Chief Executive Officer
    Doctor'S Choice Fitness Nov 2023 - Present
    Thousand Oaks, California, United States
  • Doctor'S Choice Fitness
    Vp Of Senior Living Division
    Doctor'S Choice Fitness Jul 2018 - Present
    Thousand Oaks California
    Specializing in fitness for seniors to help promote a higher standard of living. We specialize in care post physical therapy, or preventative measures to stave off injuries and mitigate risk of falls
  • Doctor'S Choice Fitness
    Scientific Writer
    Doctor'S Choice Fitness Jan 2018 - Present
    Thousand Oaks, California
    I distill scientific articles and studies. I then take this information and turn it into something that is easy to read and gives readers information to make an informed decision.
  • N/A
    Software Engineer, Applied Physics, Engineer
    N/A
  • Certified Liability Advisor
    Certified Liability Advisor
    Certified Liability Advisor Aug 2024 - Present

Geordan Waldman Skills

Fitness Training Weight Loss Coaching Data Analysis Senior Services Scientific Writing Senior Fitness Specialists Senior Fitness Science Literacy

Geordan Waldman Education Details

Frequently Asked Questions about Geordan Waldman

What company does Geordan Waldman work for?

Geordan Waldman works for Geneva Financial Llc

What is Geordan Waldman's role at the current company?

Geordan Waldman's current role is Certified Liability Advisor and Loan Officer - NMLS # 1978660 - Geneva Financial, LLC.

What is Geordan Waldman's email address?

Geordan Waldman's email address is ge****@****ess.com

What schools did Geordan Waldman attend?

Geordan Waldman attended Brenau University, California State University-Channel Islands, Nccpt, Issa, Nasm.

What skills is Geordan Waldman known for?

Geordan Waldman has skills like Fitness Training, Weight Loss Coaching, Data Analysis, Senior Services, Scientific Writing, Senior Fitness Specialists, Senior Fitness, Science Literacy.

Who are Geordan Waldman's colleagues?

Geordan Waldman's colleagues are Marc Mylonakis, Carlos Londono, Basia Gal, Angela Findling, Nhan Tran, Tristan Pearrow, Jared Duncan.

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