Advisor at Eiger Wealth Management, LLC
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Firm
Eiger Wealth Management, LLC
Location
San Diego, CA 92127
Credentials
Series 65
Industry experience
18 years
Fabian Waldner is a financial advisor at Eiger Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Eiger Wealth Management since 2019, following a 12-year tenure at Cornerstone Wealth Management. Eiger Wealth Management primarily serves individual accredited and high-net-worth clients, as well as qualified retirement plans, trusts, and other entities, offering wealth management, portfolio management, and financial planning. The firm employs a multi-asset approach that combines publicly traded equities, fixed-income strategies, interval funds, and private placements, while also utilizing third-party managers and providing access to private investment opportunities.
Based on Eiger Wealth Management, LLC
Based on Eiger Wealth Management, LLC
Minimum fee: One-time planning and set up fee, amount determined case-by-case and agreed upon at signing
16855 West Bernardo Drive, Suite 310
San Diego, CA 92127
California · Texas
Eiger Wealth Management, LLC
2019 - Present (7 years)
Cornerstone Wealth Management
2007 - 2019 (12 years)
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