Mission

We strive to help our clients reach their financial goals by providing them with solid, unbiased advice and unparalleled service.

Business Mission

We want to build a sustainable company that will be here to help future generations, provide its employees with an unlimited opportunity for growth, and annually contribute a significant portion of its profits to our local, national, and international communities.

Welcome to Verdi Wealth Planning

Photo: Craig Verdi Craig Verdi I founded Verdi Wealth Planning in 1990 due to the circumstances and conflicts of interest that were inherent in the investment business. Going independent and affiliating with LPL allows us access to services and investments that are not available to many other advisors. Today, the problem is not lack of information, but too much information. This flood of media information or disinformation can sometimes lead to rushed and poor decisions by the investor. When you come to Verdi Wealth Planning, I promise you will discover a level of service and advice that you never realize existed.– Craig Verdi, CFP ^®

About LPL Financial (LPL)

While there are many different Broker/Dealers to choose from, we have chosen to partner with LPL Financial (LPL). With over $268 billion* in assets under management, LPL is the #1 independent B/D in the United States**. LPL offers no proprietary products and does not engage in any investment banking activities such as a bond underwriting or bringing an IPO to the market. This provides us absolutely no conflict of interest when choosing investment solutions for our clients.

They staff over 2400 employees with offices in San Diego, Boston, and Charlotte. Please see the ACCOUNT PROTECTION page to learn more about our FDIC and SIPC Insurance programs provided by LPL.

* As reported by Financial Planning magazine, June 1996-2009, based on total revenue.

** As of September 30, 2009