Wealth guidance built like a pod.
We're a coordinated team of licensed professionals who believe your financial life should move together, not scatter across disconnected advisors.
One organization. Four areas. Every stage of the journey.
Oceana Global Wealth Partners brings debt strategies, estate planning, wealth creation, and business programs together under a single, coordinated relationship. We serve individuals, multigenerational families, professionals, and business owners, meeting each where they are and helping them navigate what's next.
We were created to solve a common frustration: financial life scattered across advisors who never talk to one another. By coordinating guidance and connecting clients with the right specialists and vetted third-party providers, we help your strategies reinforce each other instead of working in isolation.
Apex navigators. Matriarch-led. Never alone.
Orcas are among the most coordinated animals in the ocean, multigenerational pods that hunt, teach, and protect one another across thousands of miles, led by knowledge passed down through generations.
We named our approach after that instinct. Financial planning shouldn't be a solo swim through open water. It should be guided by a team that knows the currents, watches for what's ahead, and never leaves you to navigate alone.
Family. Continuity. Legacy. We treat those like planning inputs, not afterthoughts.
The orca is our brand symbol, representing intelligence, strength, communication, family, teamwork, protection, and moving together with purpose. It reflects how we work, not a claim about the company's origin.
White-glove guidance, coordinated on your behalf.
We connect you with the right experts, tax, planning, risk, wealth, all working together toward your goals.
Values-Driven Strategy
Your plan begins with what matters most to you, translated into a strategy built for lasting impact.
Clarity for Today
We break complexity into simple, actionable steps so you can act today with confidence.
Holistic Strategy
Income, tax, estate, risk, and wealth, connected into one coordinated approach.
Confidence Forward
With a clear plan and a trusted team beside you, every step is part of something bigger.
The people guiding your voyage.
A coordinated team of licensed professionals, many of them family, working together on your behalf.
Geordan Waldman
With a diverse academic background and a passion for helping individuals achieve financial security, Geordan Waldman brings a unique perspective to financial education and wealth strategy. He holds a Bachelor's degree in Applied Physics and a Master's degree in Gerontology, giving him a rare combination of analytical precision and deep insight into the financial needs of that set you on a path to retirement success.
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As a Certified Liability Advisor (CLA), Geordan specializes in guiding clients through strategies that optimize wealth creation, manage debt efficiently, and support long-term financial stability. His expertise spans a full spectrum of liability and cash flow planning, from mortgage strategy and home equity optimization to debt settlement, negotiation, and resolution for individuals facing financial stress.
Geordan also incorporates life insurance as a financial tool, using properly structured policies to protect income, build tax-advantaged wealth, and create flexible retirement funding solutions. Whether addressing cash flow challenges or building legacy-focused investment strategies, his approach integrates protection and performance with clarity and purpose.
At the National Institute of Financial Education, Geordan is dedicated to reshaping how clients think about debt, not as a burden, but as a powerful financial lever when managed strategically. He brings a holistic approach to personal finance, combining the technical rigor of applied physics with the human-centered understanding gained through gerontology.
Whether working with retirees, families, or business owners, Geordan is committed to empowering people with the tools, knowledge, and guidance they need to borrow smart, repay smart, and grow wealth with intention.
NMLS# 1978660 · CA Ins# 4313132
Doug Waldman
Doug has earned his Certified Liability Advisor designation, as well as his life and health insurance license. Since entering the real estate and finance world in 1997, Doug Waldman has built a career distinguished by depth, versatility, and results. He has held the Realtor® designation in two states, managed 400 single-family homes, and owned a construction and development company that built an entire subdivision, completing more than 100 homes. Doug also earned his Certified Residential Appraiser designation, providing him with a unique understanding of property valuation.
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In lending since 2003, Doug has served as a Mortgage Broker, Banker, Branch Manager, Branch Development Specialist, and Vice President. He is both mortgage-licensed and insurance-licensed, enabling him to provide clients with truly comprehensive advice that integrates financing, protection, and long-term wealth planning.
When you work with Doug, you're partnering with a true real estate and lending expert whose decades of experience span mortgage lending, property investment, home sales, appraisals, construction, property management, and insurance. His mission is simple: help you achieve your homeownership and financial goals while saving you time, stress, and money.
Doug has earned his certified liability advisor designation, as well as his life and health license. With Doug's broad expertise and proven problem-solving skills, you can be confident you're getting not just a mortgage, but a long-term strategy for financial success across the spectrum.
NMLS# 248175 · NV Ins# 4118392
Lauren Rockett
Driven by a “no-nonsense, good faith” approach, Lauren Rockett brings clarity, strategy, and results to every client and colleague she works with. With over 27 years in real estate and finance, her superpower combines deep industry knowledge with a strong instinct for listening between the lines, often hearing what's not being said, and turning that into actionable insight.
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With a BSBA in Business Administration – Finance with honors, Lauren thrives at the intersection of real estate and numbers. Whether guiding clients to “Borrow Smart” or helping professionals build wealth through liability management, her passion lies in demystifying the process and creating paths to long-term financial success.
She may be a Texas native who still holds tight to those roots, but her impact spans far beyond. Lauren designed, developed, marketed, and sold dozens of properties in Texas; achieved real estate, mortgage, and insurance licenses in California and appeared on Bravo's Million Dollar Listing Los Angeles; launched her own staging company; and consulted across business development, startups, sales, and professional growth.
As a mentor and coach, she is focused on recruiting, developing, and leading high-performing real estate professionals on a dynamic nationwide team fueled by collaboration, integrity, and results. From dirt lots to multi-million-dollar homes, and from big ideas to tangible success, Lauren Rockett is passionate about building it all: homes, businesses, and meaningful connections.
CalDRE #02022206 · NMLS# 2647357 · CA Ins# 4471023
Asher Waldman
Asher Waldman is a Liability Advisor, insurance agent, and loan officer with a degree in accounting, bringing a well-rounded understanding to your finances.
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His experience across the insurance spectrum, his time in the lending world, in tandem with his accounting foundation, allows him to help clients evaluate mortgage and insurance decisions with clarity, risk awareness, and long-term perspective.
As a liability advisor, Asher specialized in optimizing wealth creation, debt management, and cash flow through your financial ecosystem by structuring your mortgage and debts to work for you rather than against you.
Asher can incorporate life insurance as a financial tool into your financial strategy, using properly structured policies to protect income, build tax-advantaged wealth, and create flexible retirement funding solutions.
Whether addressing cash flow challenges or building legacy-focused investment strategies, his approach integrates protection and performance with clarity and purpose.
NMLS# 2132263 · Insurance# 4325834
Beyond today's decisions.
Whether you're a business owner transitioning your company, a growing family focused on stability, or someone seeking clarity around your financial future, we meet you where you are.
We take the time to understand your values and priorities, then build a personalized, step-by-step plan that brings them to life, because wealth isn't just about money. It's about decisions that stand the test of time.
Discovery
Your goals, values, assets, and liabilities, understood before anything is recommended.
Strategy
A detailed roadmap: assess, align, execute, with clear ownership at every step.
Implementation
Ongoing guidance, not a one-time binder. We adjust as life, markets, and tax law shift.
Let's find your clear water.
Tell us where you are today. We'll help you see the path forward.