Zach Verdi
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
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Serving Clients Nationwide
Guiding Wealth Decisions Across Careers, Retirement, and Generations.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Insurance
- Investment Management
- Legacy Planning
- Life Insurance
- Long-Term Care
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
About Zach Verdi
Hi, I'm Zach Verdi. As Vice President and Financial Advisor at Coleman Financial Advisory Group LLC, I work closely with individuals and families to develop comprehensive, personalized financial strategies designed to align with their long-term goals. I am dedicated to providing clients with uncompromising attention to detail as I review their current and future financial situation, risk tolerance, and personal priorities. I take a thoughtful and disciplined approach to planning, helping clients navigate complex financial decisions with clarity and confidence every step of the way.I serve as the Head of two specialty divisions at Coleman Financial Advisory Group LLC, leading the Athlete Wealth Advisory Division and co-leading the Physician Wealth Advisory Division. As Head of the Athlete Wealth Advisory Division, I work to guide professional and collegiate athletes through life after athletics, helping them turn peak earning years into long lasting financial strength. As a former Division 1 athlete myself, I bring a competitive edge, strong work ethic, and team-oriented mindset to this role. As Co-Head of the Physician Wealth Advisory Division, I work with physicians and surgeons whose financial lives often involve complex tax planning, elevated liability considerations, significant earning potential, and demanding professional commitments. I help clients navigate these complexities through comprehensive wealth management strategies tailored to their unique financial circumstances.
Prior to joining the firm, I spent five years at Thermo Fisher Scientific and Johnson & Johnson, where I served as the lead consultant for New York City’s largest hospital systems, including New York-Presbyterian Columbia, New York-Presbyterian Cornell, The Mount Sinai Health System, and NYU Langone Health. I managed relationships with both surgeons and corporate executives, working alongside them in both the operating room and the boardroom to optimize hospital expenditures and advance surgical techniques.
I earned my bachelor’s degree in economics from Trinity College. I hold my Series 7 and 66 registrations through LPL Financial, along with my Life and Health Insurance license.
I am both family and community-oriented and prioritize spending my free time with my wife and twin children. I also value giving back to my community, regularly participating in local charity events, the Chamber of Commerce, the Special Olympics, and initiatives that strengthen connections and make a positive impact.
Primary Location
751 Watertown Avenue, Waterbury, CT 06708
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Coleman Financial Advisory Group
Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation. Our expertise is in helping provide you with solutions to work toward growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence.Our Services
We treat every client as though they are our only client. Whether you are looking for retirement income planning, estate conservation, tax strategies, or investment management, through our comprehensive approach, we have tailored a proactive client service model that is specific to the individual needs and objectives of each client.
Rather than relying on surface-level projections, we conduct comprehensive financial evaluations that often exceed 200 pages and extend more than 30 years into the future, aiming to leave nothing uncovered. This long-range perspective allows us to examine how decisions made today may influence income, taxes, and financial flexibility decades from now. Through this level of analysis, we are often able to identify important pivot points - moments where a strategic decision can meaningfully affect long-term outcomes - as well as friction points, where taxes, market exposure, or structural inefficiencies may quietly erode wealth over time. Recognizing these dynamics early allows us to design strategies that emphasize thoughtful tax coordination, adaptable income planning, and long-term resilience. Just as importantly, it creates a framework that can be revisited and refined as circumstances evolve.
Who We Serve
Our team spans multiple generations of advisors, combining decades of experience with long-term continuity for the families we serve. Since 1990, we have worked with individuals, families, business owners, executives, physicians, and professional athletes who value disciplined analysis, careful planning, and a steady hand - particularly as they approach or enter retirement.
Our Philosophy
Coleman Financial Advisory Group LLC has a core belief and primary operating goal of becoming the most knowledgeable and valued advisors serving the financial needs of its clients. As an independent firm, we are committed to offering complete independent and personalized advice. We offer a full range of investment and financial services and have access to a wide array of solutions. We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
We believe comprehensive wealth management is not defined by products or predictions, but by disciplined analysis, structured decision-making, and the ability to adapt intelligently as life unfolds.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Coleman Financial Advisory Group LLC and LPL Financial are non-affiliated. For a list of states in which I am/we are registered to do business, please visit www.colemanadvisorygroup.com.
Education
Trinity College-Hartford, Bachelor of Arts - BA, Economics; Economics
Hobbies and Interests
- Family
- Football
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Physician Assistants
- Physicians
- Professional Athletes
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5 Stars
5 Stars
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