“Wilson Financial Services is an independent financial planning firm in Garden Grove, California. Juan Verdin is the firm's chief operating officer and managing partner. His goal is to utilize the resources available to enhance financial circumstances for individuals, families, and businesses, and he is committed to providing those services to the best of his ability. He graduated from Ohio State University with a Bachelor of Science in Family Financial Services and a minor in Business Administration. He has passed his Series 6, 7, 24, 63, and 66 securities exams and is also a licensed life insurance professional. At Wilson Financial Services, the team believes everyone should be able to live the retirement they've always wanted. Their team of professionals can help you create a well-thought-out strategy using a variety of investments, insurance products, and services to address your financial needs and concerns. They are dedicated financial practitioners passionate about helping individuals and families achieve their ideal retirement. They examine your current financial situation and determine your retirement needs. Contact them to schedule a meeting.”
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