Michael Waldman serves as Retirement Plan Advisor for IMA Retirement in our Dallas office. Michael’s financial services industry career began in 2002 at Deloitte & Touche, where he served as an actuarial consultant. He joined Waldman Brothers in 2003, focusing on corporate employee benefits and retirement planning and design. He became a partner of Waldman Bros in 2010, as well as President of the Employee Benefits Division.

After joining IMA in 2016, Michael continued advising clients for their Employee Benefits Retirement Plans, and currently serves as Executive Vice President and Employee Benefits Advisor. He received the “Young Gun” Award from Insurance Business America in 2015 for his business achievements within the insurance industry.  Michael earned the Certified Employee Benefits Specialist (CEBS®) designation in 2007 and the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019. In addition, Michael holds the State registration Series 65 and the following lines of authority in the state of Texas: Life, Accident, Health & HMO, Property & Casualty.