Stuart Waldenmaier Biography
Financial Advisor and IRMAA Certified Planner
Stuart is very passionate about educating and assisting retirees and those nearing retirement with creating and implementing a comprehensive holistic retirement plan. Having seen firsthand how longevity and long-term care expenses eroded his grandmother’s assets, Stuart is dedicated to protecting his client’s assets. He takes time to get to know his clients, their needs, and their desires, and explains that “creating the right plan is a process, not a race”.
Stuart’s 39-year career in the insurance & financial services industry began working in several management positions in insurance companies while completing his BBA in Marketing at night. He then became CEO, President, and partner in a National Brokerage Firm where he trained thousands of financial advisors, agents, CPAs, and attorneys on estate & retirement planning strategies and best practices. He began his own firm in 2009 so he could directly assist clients utilizing his experience, knowledge, and resources that he learned and developed over his career. He loves to teach, having taught hundreds of educational programs on Medicare, SS, and retirement planning to thousands of retirees throughout South Texas since 2009. He is excited about sharing his vast knowledge and experience with his AFEA class attendees.
Stuart is an Investment Advisor Representative & Fiduciary, an IRMAA Certified Planner, and holds his Group 1 Life & Health Insurance License in Texas and 23 other states. He made his family home in San Antonio in 1999, where he and his wife Rachel have led their church’s young adult bible study class for many years. Rachel, a CPA, is completing her 2nd Act and dissertation in Systematic Theology with a minor in Christian Ethics. She is excited about her future as a Theologian, Professor, and Chaplain. Stuart has 2 grown children, Brittany and Nikolas, and one grandson. He loves helping others, most sports, all things outdoors, traveling, and visiting with his family.