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Andrew D Waldum

  • Associate Professor of Practice, Personal and Family Financial Planning
Contact
  • (520) 621-3906
  • McClelland Park, Rm. 301H
  • Tucson, AZ 85721
  • walduma@arizona.edu
  • Bio
  • Interests
  • Courses
  • Scholarly Contributions

Degrees

  • M.B.A. Finance and International Management
    • University of New Mexico - Albuquerque, Albuquerque, New Mexico, United States
  • B.A. Spanish
    • University of Montana, Missoula, Montana, United States
  • B.B.A. International Business
    • University of Montana, Missoula, Montana, United States

Work Experience

  • University of Arizona - Norton School (2020 - Ongoing)
  • Central Washington University (2014 - 2020)

Licensure & Certification

  • Certified Financial Planner (CFP) (R), Certified Financial Planning Board (TM) (2019)
  • Graduate Certificate in Personal Financial Planning, Kansas State University (2017)

Related Links

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Interests

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Courses

2025-26 Courses

  • Insurance Planning
    PFFP 314 (Fall 2025)
  • Intro to Financial Planning
    PFFP 310 (Fall 2025)

2024-25 Courses

  • Insurance Planning
    PFFP 314 (Summer I 2025)
  • Preceptorship
    PFFP 491 (Summer I 2025)
  • Insurance Planning
    PFFP 314 (Spring 2025)
  • Intro to Financial Planning
    PFFP 310 (Spring 2025)
  • Intro to Financial Planning
    PFFP 310 (Fall 2024)
  • Preceptorship
    PFFP 491 (Fall 2024)

2023-24 Courses

  • Capstone
    PFFP 498 (Spring 2024)
  • Insurance Planning
    PFFP 314 (Spring 2024)
  • Intro to Financial Planning
    PFFP 310 (Spring 2024)
  • SIE Exam Prep
    PFFP 495A (Spring 2024)
  • Insurance Planning
    PFFP 314 (Fall 2023)
  • Intro to Financial Planning
    PFFP 310 (Fall 2023)

2022-23 Courses

  • Independent Study
    PFFP 499 (Summer I 2023)
  • Insurance Planning
    PFFP 314 (Spring 2023)
  • Intro to Financial Planning
    PFFP 310 (Spring 2023)
  • Capstone
    PFFP 498 (Fall 2022)
  • Intro to Financial Planning
    PFFP 310 (Fall 2022)
  • Tax Planning
    PFFP 315 (Fall 2022)

2021-22 Courses

  • Intro to Financial Planning
    PFFP 310 (Summer I 2022)
  • Capstone
    PFFP 498 (Spring 2022)
  • Honors Thesis
    PFFP 498H (Spring 2022)
  • Insurance Planning
    PFFP 314 (Spring 2022)
  • Intro to Financial Planning
    PFFP 310 (Spring 2022)
  • Capstone
    PFFP 498 (Fall 2021)
  • Intro to Financial Planning
    PFFP 310 (Fall 2021)
  • Retirement Planning
    PFFP 403 (Fall 2021)

2020-21 Courses

  • Intro to Financial Planning
    PFFP 310 (Summer I 2021)
  • Capstone
    PFFP 498 (Spring 2021)
  • Insurance Planning
    PFFP 314 (Spring 2021)
  • Intro to Financial Planning
    PFFP 310 (Spring 2021)
  • Intro to Financial Planning
    PFFP 310 (Fall 2020)
  • Retirement Planning
    PFFP 403 (Fall 2020)

Related Links

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Scholarly Contributions

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