Waldean Wall

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

Focused on:

  • Tax planning and strategy
  • Retirement income
  • Estate and legacy transfer planning
  • Social Security planning
tile-azl-Waldean-Wall-sme-bio

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 18 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
  • Enrolled Agent (EA) designation
  • FINRA Series 7 and 63 securities registrations