Member Login

MAUREEN VERDUYN

The Financial Team, Inc.

Meet Maureen Verduyn, CFP, EA, M.Ed.: 

Founder, CEO and lead strategist of The Financial Team, Inc.  In 1996, Maureen created a client-centric culture and philosophy which has allowed the firm to focus on developing long-lasting relationships with both clients and strategic partners.  With financial planning and investment management as the core service, Maureen and her team also provide advanced expertise in the areas of income and estate tax planning, institutional real estate investments as well as exit planning for owners of closely held businesses.  While numbers are her specialty, Maureen’s joy and satisfaction comes from creating solutions that help others achieve success by accomplishing their goals and realizing their dreams. 

{custom_meta_description=Maureen Verduyn - CEPA, CFP - The Financial Team, Inc. - Carlsbad, California, city=Carlsbad, display_country=United States, cohortium_badges=[cepa-5-year-member.png], profile_description=

Meet Maureen Verduyn, CFP, EA, M.Ed.: 

Founder, CEO and lead strategist of The Financial Team, Inc.  In 1996, Maureen created a client-centric culture and philosophy which has allowed the firm to focus on developing long-lasting relationships with both clients and strategic partners.  With financial planning and investment management as the core service, Maureen and her team also provide advanced expertise in the areas of income and estate tax planning, institutional real estate investments as well as exit planning for owners of closely held businesses.  While numbers are her specialty, Maureen’s joy and satisfaction comes from creating solutions that help others achieve success by accomplishing their goals and realizing their dreams. 

, hs_object_source_label=IMPORT, url_slug=maureen-verduyn, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Maureen-Verduyn-263x280.jpg, lname=Verduyn, designations=[CEPA, CFP-2], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202020/CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-NOVEMBER-Verduyn-Maureen.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394718, cohortium_profile_title=Maureen Verduyn | Wealth Manager at The Financial Team, Inc. | CEPA Connect Member, state=California, hs_was_imported=true, id=2835629475, designations__text_=CEPA, CFP, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Maureen Verduyn, email=mv@thefinancialteam.com, cohortium_meta_description=Connect with Maureen Verduyn, a specialized Wealth Manager working with The Financial Team, Inc. based in California. Credentials include: CEPA, CFP., associated_contact_record_id=112670646110, website=https://www.thefinancialteam.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202020/2506_Verduyn_CEPA-Certificate-2020-NOV-MC.pdf, is_editable=editable, url_slug_2=maureen-verduyn, impersonate_user_url=https://exit-planning-institute.org/member-detail/maureen-verduyn?impersonation=true, full_name=Maureen Verduyn, hs_lastmodifieddate=1764932325792, phone=(760) 448-2882, company_name=The Financial Team, Inc., name=Maureen, hs_object_id=2835629475, associated_resources=0, hs_object_source=IMPORT, postal_code=92008, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
  • Advisor Type: Wealth Manager
  • Website:
    https://www.thefinancialteam.com/
  • Phone: (760) 448-2882
  • City: Carlsbad
  • State: California
  • Postal Code: 92008
  • Country: United States
  • Designations: CEPA, CFP
  • Markets Served:
  • Company Name: The Financial Team, Inc.