Geordan Waldman

With a diverse academic background and a passion for helping individuals achieve financial security, Geordan Waldman brings a unique perspective to financial education. He holds a Bachelor’s degree in Applied Physics and a Master’s degree in Gerontology, providing him with a deep understanding of the mathematics and complex dynamics between financial planning and the aging population.

As a Certified Liability Advisor (CLA), Geordan specializes in guiding clients through strategies that maximize wealth creation, manage debt efficiently, and ensure long-term financial stability. His expertise lies in helping individuals at various stages of life—particularly those preparing for or navigating retirement—leverage financial tools such as home equity, mortgages, and investment strategies to secure a prosperous future.

At the National Institute of Financial Education, Geordan is dedicated to educating clients and the broader community on smarter borrowing, effective liability management, and holistic financial wellness. By combining technical knowledge from his background in applied physics with the compassionate insights gained through gerontology, Geordan offers a unique, analytical, and thoughtful approach to personal finance that prioritizes long-term stability and generational wealth-building.

Whether working with retirees, families, or business owners, Geordan is committed to empowering clients with the tools and knowledge they need to take control of their financial futures.