"Dennis and his Staff, with their extensive knowledge and combined experience of more than 85 years, consistently offer creative planning and cutting-edge financial solutions."

The Wilson Financial Team

Juan Verdin

Managing Partner and Chief Operation Office of Wilson Financial Advisors

For more information please visit www.wilsonfinancialadvisors.com

Dennis Wilson

Dennis Wilson has been providing exemplary financial services throughout the U.S. with his innovative pre- and post-retirement and estate planning solutions for more than 40 years. Dennis specializes in working closely with his clients to create personalized, sound estate and retirement plans. He values the importance of protecting accumulated assets while effectively generating sufficient retirement income and minimizing taxes.

Kenny Wilson

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Tess Villamil

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Ready to Explore New Possibilities?

Please contact Wilson Financial Services at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.

​Call Today: 714.705.1900

Jeff Wilson

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