Maureen Verduyn, Certified Wealth Planning Advisor
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About Maureen
Maureen Verduyn
email: MV@TheFinancialTeam.com
tel: (760) 448-2882
web: TheFinancialTeam.com
PROFESSIONAL ACCREDITATIONS
CFP™ – College for Financial Planning
EA – Enrolled Agent with the IRS
CEPA – Exit Planning Institute
EDUCATION
MEd – University of San Diego
BS – University of North Carolina
POSITIONS
Founder, CEO and lead strategist of The Financial Team, Inc., Maureen has created a client-centric firm culture and philosophy that requires all strategies, products and planning be in each clients’ best interest. This way of life has allowed the firm to grow and develop long-lasting relationships with both clients and strategic partners who come to TFT knowing they will receive the highest level of care. With financial planning and investment management as the core service offerings, Maureen and her team provide advanced expertise in the areas of income and estate tax planning, institutional real estate investment as well as exit planning for owners of closely held businesses. Maureen’s education includes a Master’s degree from University of San Diego and a Bachelor’s from the University of North Carolina. In order to serve the needs of TFT’s high net worth private clients, Maureen holds advanced certificates and designations including CERTIFIED FINANCIAL PLANNER™ (CFP(tm)), ENROLLED AGENT (EA) with the IRS and CEPA – Certified Exit Planning Advisor. While numbers are her specialty, Maureen’s joy and satisfaction comes from creating solutions that help others accomplish their goals and realize their dreams.
