Maureen Verduyn, CFP®, MEd, EA

Maureen on SCI

Maureen on TFT

Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a course just right for you. The analysis uncovers the facts of your situation and then her coaching provides a realistic means for you to achieve your goals.

Maureen has concentrated on the area of portfolio management and teaches this and other advanced financial subjects to investors, as well as to other professionals through programs at the Southern California Institute.

Maureen and her husband Kevin, along with their boxer-mix Gracie, live in Carlsbad and have been members of the community since 1985.

• Masters of Education, University of San Diego, Cum Laude, Finance, 1996
• BS, University of North Carolina, Magna Cum Laude, 1992
• Certified Financial Planner^™, College for Financial Planning, 1987
• California Real Estate Agent

Maureen is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.