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.
