Waldean Wall

Vice President, Annuity Advanced Markets
Allianz Life Insurance Company of North America

Focused on:

  • Tax planning and strategy
  • Retirement income
  • Estate and legacy transfer planning
  • Social Security planning

Background:

With more than 40 years in the financial planning industry, Wall brings deep experience to Allianz Life Insurance Company of North America (Allianz Life). As a financial advisor for 25 years, he worked primarily as a tax consultant and accumulation specialist. During his more than 20 years at Allianz Life, he has focused primarily on tax planning and strategy, retirement income, and legacy transfer planning. 

Experience:

  • Responsible for assisting Allianz Life financial professionals and their clients with financial, estate, and retirement planning goals.
  • Featured speaker at industry conferences, Allianz Life-sponsored events, and client meetings.
  • Previously worked in tax consulting and preparation.

Education, certifications, and memberships:

  • MSFS form the Institute of Business and Finance
  • M.A. from Bethel University (Minnesota)
  • Chartered Financial Consultant (ChFC) designation
  • FINRA Series 7 and 63 securities registrations

Allianz Life Insurance Company of North America does not provide financial planning services.

Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax or legal advice or advice related to social security or Medicare. Clients are encouraged to consult their tax advisor or attorney or Social Security Administration (SSA) office for their particular situation

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.

This content does not apply in the state of New York.