3030 Old Ranch Pkwy,
CERTIFIED FINANCIAL PLANNER™
Marvin D. Waider, CFP®, started his career in the financial services arena in 1994, the year following his graduation from the University of Southern California. That year, Marvin joined Mutual of New York and began working with the medical professional community. He conducted numerous financial planning workshops focusing on ways for individuals to increase their net worth while seeking out appropriate risk transfer strategies. In 2006, Waider Financial & Insurance Services, Inc. was established and the office in Belmont Shore was opened. The next year, Waider Financial & Insurance Services, Inc, joined an independent broker/dealer, LPL Financial.
Marvin and his wife Heather welcomed their first child into this world in 2014 and their second child in 2016. Marvin is an avid supporter of USC athletics and is also a board member of the Noble Vikings of Orange County charitable organization. He enjoys coaching his children's sports teams and is a member of the Long Beach Yacht Club.
Disclaimer: Marvin D. Waider, CFP® is a registered representative with, and securities and advisory services, offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. California Insurance License OB44043.
Client Services Associate
Heather N. Waider, Client Services Associate, graduated from the University of California at Santa Barbara with a Bachelor of Arts degree in 2002 and began working at The MONY Group that same year. During this time, she worked side by side with seasoned insurance brokers gaining valuable experience. In 2006, Heather began building her own practice when she and her husband Marvin established Waider Financial and Insurance Services, Inc. Today she works closely with our clients by helping them with their family and business insurance needs.
Heather is the mother of two active boys. She serves on the board of her youngest son’s school, is involved in her children’s sports activities and is a member of the Long Beach Yacht Club. In her free time she enjoys staying active with Pilates, traveling, and spending time with family and friends.
Branch Office Manager
Kristen Wilson graduated from California State University, Fullerton in 1999 with a Bachelor ofArts Degree in Business Administration with a concentration in Financial Planning. While attending college, Kristen joined an accounting and financial services firm where she gained valuable experience. In December of 2002, Kristen met and teamed up with Marvin Waider at The MONY Group. She then joined Marvin when he opened Waider Financial & Insurance Services, Inc. As the Branch Office Manager, Kristen enjoys working directly with our clients and being Marvin’s right hand in the planning process. Her twenty-five years of experience in the industry gives Kristen a distinct advantage in managing our client base.
Kristen and her husband Michael have been married for over fifteen years. They have a daughter in junior high school and a younger son in elementary school. Kristen loves spending time with her family, reading, going to concerts, and taking weekend getaways.
Susan Tolmasoff, Sales Assistant, started her career in the financial services industry over 25 years ago. She specializes in servicing our clients with their health care needs. Before joining Waider Financial & Insurance Services, Inc., she worked at Blue Shield of California in the group benefits department. When not in the office, she enjoys spending time with her grandchildren and rescuing animals in need.