One integrated strategy for every stage of life.
A Disciplined Process for Coordinated Planning
The Veracity Formula™ gives structure to complex financial decisions by organizing planning into a clear, repeatable process.
Depending on your needs, our process may include:
The goal is not a collection of disconnected recommendations. It is a coordinated planning framework that keeps the full financial picture in view.
As wealth grows, financial decisions become increasingly interconnected.
Investments can affect taxes. Tax decisions can affect retirement income. Estate strategies can influence liquidity, insurance, business planning, and how wealth ultimately passes to the next generation.
Many successful families already have capable professionals in place. The challenge is making sure important decisions are not being made independently of one another.
Veraz brings the full financial picture together—helping you evaluate decisions, establish priorities, and coordinate the strategies and professionals involved.
Built For Financial Lives That Require More Coordination
Veraz Advisors works with affluent families, business owners, corporate executives, and
multigenerational households whose financial lives require more than traditional
investment management.
You may benefit from an integrated private wealth approach when:
Veraz Advisors was founded on a simple belief: meaningful financial advice begins withtruth, clarity, and a clear understanding of the full financial picture.
We believe clients deserve more than investment management or a collection of separate recommendations. They deserve thoughtful guidance that connects the decisions affecting their wealth, families, businesses, and legacies.
That belief continues to shape how we work today.
Through The Veracity Formula™, we bring investment, tax, retirement, estate, risk, philanthropic, and succession planning into a coordinated framework designed around each client’s priorities.
Our purpose is to help clients make important financial decisions with greater clarity, confidence, and intention—while building a long-term relationship grounded in trust, preparation, and follow-through.
Veraz Advisors was founded on a simple belief: meaningful financial advice begins withtruth, clarity, and a clear understanding of the full financial picture.
We believe clients deserve more than investment management or a collection of separate recommendations. They deserve thoughtful guidance that connects the decisions affecting their wealth, families, businesses, and legacies.
That belief continues to shape how we work today.
Through The Veracity Formula™, we bring investment, tax, retirement, estate, risk, philanthropic, and succession planning into a coordinated framework designed around each client’s priorities.
Our purpose is to help clients make important financial decisions with greater clarity, confidence, and intention—while building a long-term relationship grounded in trust, preparation, and follow-through.
WE HELP YOU CREATE A SOLID FOUNDATION TO LIVE THE RETIREMENT THAT YOU DESIRE.
Integrated planning requires more than technology and investment strategies.
It requires people who understand your priorities, prepare for the decisions ahead, communicate clearly, and follow through.
Meet the Veraz team dedicated to helping clients bring greater coordination and intentionality to their financial lives.
Stephen Stanton serves as Chief Strategist at Veraz Insurance Solutions, where he leads firm initiatives and oversees client case design with a focus on ...
Originally from the Tampa Bay area, Stephen relocated to the San Francisco Bay Area in 2009. Outside of work, he enjoys international skiing trips with his family, following the Carolina Panthers, and prioritizing health by working out regularly and staying active.
Born and raised in the San Francisco Bay Area, Jay is married with two children. He and his family enjoy volunteering within their community ...
Jay is married with two children. He and his family enjoy volunteering within their community and watching their favorite bay area sports teams, including the 49ers and the Warriors. Jay volunteers his time with the private foundation that he and Stephen founded and is an ...
Anna-Marie Cimarra joined Veraz as our Events Manager and Operations Assistant, where she plays a key role in creating exceptional ...
Outside of work, Anna-Marie enjoys spending time with her husband, their beloved yorkiepoo, Princess Zoey, and her friends and family. A devoted Disney fan, she loves visiting the parks whenever she gets the opportunity. Her hobbies include arts and crafts, reading, rewatching ...
Alex joined Veraz Advisors after a distinguished career in the heavy equipment industry. Her diverse experience spans marketing, project management, finance, and operations, making her ...
At Veraz Advisors, Alex is truly living her dream. She enjoys working with an incredible team and appreciates the convenience of living close to our San Ramon office, which means no commute and more time with her three children. In her free time, Alex delights ...
As the first point of contact for potential clients, I have dedicated the past five years to enhancing and refining the customer experience. My primary ...
Outside of the office, I have a deep love for traveling the world and immersing myself in different cultures. I am passionate about helping children, particularly through education. One of my favorite pastimes is enjoying karaoke with my husband and friends.
Victor is a Wealth Advisor dedicated to helping clients achieve lasting financial success through tailored, strategic guidance. He specializes in designing personalized strategies that encompass ...
Outside of my professional role, I cherish time with my family, enjoy exploring new destinations, and take great pride in supporting my kids at their sports events. I am also deeply committed to giving back to the community through The Michael Valle Foundation, where we ...
With over 35 years of experience in Trading, Wealth Management, and Private Banking across Europe, Latin America, and the United States, Sergio brings deep knowledge ...
The proud father of three young women currently studying and working in Mexico City, The Woodlands, Texas, and Shanghai, China, Sergio is passionate about art, foreign languages -he fluently speaks Spanish, French, Portuguese, Italian and English- and international affairs. His volunteer work over the past ...
Mar is the primary point of contact and a direct extension of the CEO’s office. She navigates his inner circle with a focus on high-touch ...
Outside of work, Mar loves spending time with her friends, family, and two Shih Tzus. She spends her weekends outdoors or playing pickleball. She’s either lounging at the beach, camping in the mountains, or competing in a pickleball tournament.
Jason Prosnitz serves as Leadership & Operations Advisor to Veraz Advisors, bringing more than 20 years of experience building and scaling businesses.
As an embedded ...
Outside of work, I’m usually doing something that involves either heavy weights, a field, or a dog that has strong opinions about walk timing. I train in CrossFit and powerlifting — not because I have it figured out, but because showing up consistently and attacking ...
We believe informed clients make more confident financial decisions.
Through educational events, financial insights, and Finance 2 Freedom, Veraz helps
individuals and families better understand the decisions that can shape their financial
future.
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