Zach Verdi

As Vice President and Financial Advisor at Coleman Financial Advisory Group LLC, Zach Verdi works closely with individuals and families to develop comprehensive, personalized financial strategies designed to align with their long-term goals. Zach is dedicated to providing clients with uncompromising attention to detail as he reviews their current and future financial situation, risk tolerance and personal priorities. Zach takes a thoughtful and disciplined approach to planning, helping clients navigate complex financial decisions with clarity and confidence every step of the way.

Zach serves 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, Zach works 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 himself, Zach brings a competitive edge, strong work ethic and team-oriented mindset to this role.  As Co-Head of the Physician Wealth Advisory Division, Zach works with physicians and surgeons whose financial lives often involve complex tax planning, elevated liability considerations, significant earning potential, and demanding professional commitments. He helps clients navigate these complexities through comprehensive wealth management strategies tailored to their unique financial circumstances.

Prior to joining the firm, Zach spent five years at Thermo Fisher Scientific and Johnson & Johnson, where he 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. He 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.

Zach earned his bachelor’s degree in economics from Trinity College. Zach holds his Series 7 and 66 registrations through LPL Financial, along with his Life and Health Insurance license.

Zach is both family and community-oriented and prioritizes spending his free time with his wife and twin children. He also values giving back to his community, regularly participating in local charity events, the Chamber of Commerce, the Special Olympics, and initiatives that strengthen connections and make a positive impact.