Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Wilson Financial Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Wilson Financial Services_Dennis Wilson_Juan

Juan Verdin COO/Managing Partner

Juan Verdin COO/Managing Partner

Juan Verdin is the chief operations officer for Wilson Financial Advisors and is focused on creating stronger consumer awareness. His goal is to utilize resources available to enhance one’s financial circumstance, whether he is working with an individual, a family or a business entity, and he is committed to providing those services to the best of his ability.

Juan grew up in an economically disadvantaged community. While continuing his education, he discovered financial tools everyone has access to that have the power to help individuals and their families right away, but more importantly, help future generations as well. He believes people of all socioeconomic levels have room for improvement and enhancement, and he strives to help people from all walks of life better their financial futures.

Juan graduated from Ohio State University and received a Bachelor of Science degree with an emphasis in family financial services and a minor in business administration. While at OSU, Juan completed professional courses in personal financial planning, retirement planning, estate planning, insurance and risk management, individual income taxes and investment management. Since college, Juan has passed his Series 6, 7, 24, 63 and 66 securities exams. He is also a licensed life insurance professional.

Juan entered the industry shortly after many Americans experienced the 2008 crash. He became a financial professional to help ensure hard-working pre-retirees do not experience another downfall while also keeping pace with the rising cost of living.

Away from the office, Juan enjoys live music, watching sports and playing golf. He and his wife, Candice, have two sons: Lucas and Ezekiel.

Learn More
jeff-r-headshot-advisors

Jeffrey P. Reardon Financial Advisor

Jeffrey P. Reardon Financial Advisor

Jeffrey Reardon is focused on helping clients work toward their retirement dreams by building and following a well-thought-out financial strategy.

Jeffrey strongly believes trust comes through transparency. He is dedicated to helping clients understand options available to them before finalizing an income strategy that can help improve their financial situation. He builds close personal relationships with all individuals and families he works with because he cares for their success, and also because he understands the more he knows his clients, the better he can help them in designing personalized plans.

Jeffrey earned a bachelor’s degree in business administration and is insurance licensed in California (CA License #0L04074). His areas of experience include income planning, business owner solutions, and tax reduction and diversification.

Living in Tustin, California, for more than two decades, Jeffrey enjoys spending time outside whenever he can by going to concerts and camping. He also loves to cook and work out.

Learn More

Ready To Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.

Schedule a Meeting

Or give us a call at 714.204.0870