Marvin D. Waider, CFP® has been in the investment and insurance industry for over 20 years. He graduated with a Bachelor of Arts degree in International Relations and a minor in Business German from the University of Southern California in 1993.
In 1994, Marvin joined The MONY Group where his career as a Financial Advisor began. He focused his energy and time on working with resident physicians at UCLA, USC and UCI. Marvin conducted numerous financial planning seminars at the noon conference venues to help get young physicians acclimated to the financial arena.
Marvin broke off from The MONY Group in 2003 and began his career as a sole proprietor, allowing him to focus on his private practice. He works primarily with his current client population and through referrals from those individuals.
Waider Financial & Insurance Services, Inc. was established in 2006. Marvin and his wife Heather opened their office in Belmont Shore. Heather manages the group and individual health insurance portfolio for the corporation.
Marvin holds his Certified Financial Planner designation and is a member of the Financial Planning Association.
Marvin and Heather welcomed their first child into this world in 2014 and their second child in 2016. He is an avid supporter of USC athletics and attends all home football games with his family and friends. Marvin is also a board member of the Noble Vikings of Orange County charitable organization and is a member of the Long Beach Yacht Club.
Waider Financial & Insurance Services, Inc. is a financial consulting and group benefits organization. It is our purpose to help our clients make the best decisions when it comes to their investment and insurance needs.
We provide personalized and practical financial advice to individuals and businesses through LPL Financial. Having an in depth understanding of your needs and goals is fundamental in developing the right investment strategy for you.
Helping our clients realize their aspirations and goals is what a financial advisor deems as a successful partnership. Although your goals may seem unattainable when considered all at once, we can help you develop a strategy and framework to put your plan into action. Regular reviews can help you stay the course, as well as keep you abreast of any adjustments that need to be made.