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<br />A Client-First Approach To Wealth Management and Financial Services


A Client-First Approach To Wealth Management and Financial Services

Waider Financial & Insurance Services, Inc. is a boutique wealth management and financial servcies firm founded in Long Beach, California. We design, implement and manage personalized wealth management strategies for our clients. We strive to offer sound financial advice and superior customer service. Our team’s proactive approach pursues this by meeting with our clients on an ongoing basis. Through these collaborative engagements, we develop more than a financial plan for your future. We share in your life goals and personal aspirations.

Working With A CERTIFIED FINANCIAL PLANNERTM

Most people think all financial planners are "certified," but this isn't true. Only those who have fulfilled the CFP Board's rigorous requirements can call themselves a CFP® professional. Those carrying the CFP® designation are held to strict ethical standards and must pass a comprehensive exam. You should feel confident knowing that with a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® CERTIFIED FINANCIAL PLANNERTM, CFP®(with plaque design), and CFP®(with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  

<br />Specializing In Our Client&#8217;s Best Interest


Specializing In Our Client’s Best Interest

As a goals-based organization, we recognize each individual has unique planning needs. To this end, we craft financial plans that align with your objectives and life’s ever changing stages. It is our fiduciary responsibility, as your CERTIFIED FINANCIAL PLANNERTM practitioner, to advise with your best interests at the forefront. The CFP® mark is recognized as the highest standard in personal financial planning in our industry.

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