Geneva Financial - Certified Liability Advisor, Thousand Oaks CA

Geordan Waldman

Geneva Financial - Certified Liability Advisor

About Us

Geordan Waldman (NMLS#1978660) is a certified liability advisor and mortgage banker. Think of him like a financial advisor, but instead of managing investments, he looks into the way cash flow gets tied up in a mortgage, credit card bills, and personal loans. He helps free up your money and turn your mortgage into a tool that works for you. He helps homeowners who are serious about money, find ways to reduce the cost of homeownership and free up cash at the end of the month.

NMLS # 248175
Geneva Financial LLC NMLS 42056
180 S. Arizona Ave Ste 310 Chandler, AZ 85225
Equal Housing Opportunity
https://www.genevafi.com/legal-disclaimer/

Schedule with him here: https://calendly.com/gwaldman-uqfv/certified-li...

How We Got Started

I have a degree in applied physics and a masters in gerontology. I entered the mortgage space in 2020, and became a certified liability advisor in 2024. Being a CLA has allowed me to utilize all of the skillsets that I have had in previous industries and help people save money on the cost of homeownership and change their financial trajectory so they can get into more forward looking investments and grow their wealth and their safety net.

Products & Services
A HomeSelect™ loan can be used for purchases and refinances, applies to primary or secondary homes, and can even be used towards investment propert...
A Conventional loan is a loan that is not backed by a federal agency, but instead backed by private lenders such as Fannie Mae or Freddie Mac. K...
An FHA Loan is a mortgage that’s insured by the Federal Housing Administration. They allow borrowers to finance homes with down payments as low as ...
Recommendations Given (47)
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