About
Which IRA is right for you? We are excited to have a special guest from Allianz Life, Waldean Wall. In the past, he has been one of our favorite guest speakers. This month he is joining us to talk about tax efficient strategies. Topics include Traditional IRA, Roth IRA, and Life Insurance.
Presenters
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Jeff Sachs
CEO, Owner
Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.
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Waldean Wall, MSFS, ChFC, EA
VP of Financial Planning Strategies at Allianz Life
As vice president of Advanced Markets for Allianz Life Insurance Company of North America, Waldean Wall is responsible for assisting the company's financial professionals and their clients with financial, estate, and retirement-planning goals.

Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. Before that, he was a tax consultant in Minneapolis.

Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a master's degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant (ChFC) designation as well as FINRA Series 7 and 63 securities registrations, and has earned the enrolled agent (EA) designation.
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