Juan VerdinSupervisor
Phone: 949-453-7660 ext. 211 Juan Verdin graduated from The Ohio State University and received a Bachelor of Science degree in Human Ecology with an emphasis in Family Financial Services and a Minor in Business Administration. The college of Human Ecology at OSU focuses on improving consumer well being while the Family Financial Services concentration focuses on family financial management rather than corporate finance. The coursework taken by Juan is one of few collegiate programs in the country to provide the necessary coursework that qualifies graduates to take the exam leading to the professional designation of Certified Financial Planner. Mr. Verdin completed professional courses in personal financial planning, retirement planning, estate planning, insurance and risk management, individual income taxes, and investment management. Juan’s main focus is to enhance consumer potential by creating awareness of resources available to individual and small business owners to help meet short-term, intermediate, and long-term goals and objectives thus, potentially increasing their net worth. He believes this could be easily accomplished by teaching young people to save and save in the correct places, teaching middle aged people how to potentially increase their net worth and keep more of their hard earned money and showing the wealthy how to preserve what they have and help them make sure that their wealth is transferred efficiently. *Juan Verdin offers securities through SagePoint Financial, Inc. 
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*Advisory services offered through Independent Capital Management, Inc., a registered investment adviser. Real estate and mortgage services offered through ICM Lending, Inc. Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC not affiliated with Independent Capital Management. NOTE: The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information. The website information being provided is strictly as a courtesy. When you link to any of the web-sites provided herewith, SagePoint Financial, Inc. makes no representation as to the completeness or accuracy of information provided at the sites and should not construe directly or indirectly, any information therin as an offer to buy or sell any securities mentioned. Therefore, the information should only be relied upon when coordinated with individual professional advice. |