Your IMA Private Wealth Team


Retirement Plan Advisor

Michael Waldman serves as Retirement Plan Specialist for IMA Wealth, Inc. 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 planning and design. He became a partner of Waldman Bros in 2010, as well as President of the Employee Benefits Division.

Michael continues in a leadership role at IMA, Inc., a subsidiary of The IMA Financial Group, Inc., where he 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’s main areas of focus are corporate retirement and employee benefits programs. 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 FINRA Series 7 and the State registration 66. Michael holds the following lines of authority in the state of Texas: Life, Accident, Health & HMO, Property & Casualty.