Juan VerdinDistrict Manager
Phone: 949-453-7660 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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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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