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VERAZ

(VER-OZ)

Adjective: Truthful, Veracious

At Veraz, truth is literally in our name. Honesty and integrity are the core of every client relationship. We believe transparency is paramount to your financial success. So, if you are looking for salesy financial buzzwords wrapped in a glossy marketing package, you ve come to the wrong place.

OUR VISION IS TO HELP MAKE YOUR RETIREMENT DREAMS A REALITY

THIS IS OUR PASSION, IT'S WHY WE EXIST.

PURPOSE

AND PASSION.

Our company founders met and began working together in 2008. With a successful track record in real estate and finance, the two shared a passion for educating and serving their community.

In 2016, they suffered the loss of someone very dear to them. Each having personally witnessed the emotional and financial devastation that comes with losing a loved one, Jay and Stephen discovered their newfound purpose.

They founded Veraz Advisors and Veraz Insurance Solutions to help families plan for the retirement they desire and avoid the pitfalls of an unforeseen tragedy. They are passionate about helping their clients to secure their futures.

IT'S ALL ABOUT YOU

At Veraz Advisors, we want to understand who you are and what’s most important to you – your highest values, what you’re hoping to achieve and what you’re trying to avoid. We’re able to tell our clients what we believe is in their best interest because we take the time to learn what they’re interested in.

We believe your retirement years should be carefree so that the only adventure you experience is in your travels, not your portfolio.

PASSIONATE, INTEGRATED

FINANCIAL PLANNING.

Our mission is to help you have a holistic, individualized plan focused on lifestyle preservation, asset protection, health care and estate planning while maximizing tax efficiency and reducing risk wherever possible. Our priority is to help protect your assets and allow them to grow, while minimizing unnecessary risk, so you can feel confident in your retirement – safe, secure and comfortable.

STEPHEN STANTON

CHIEF STRATEGIST & CO-FOUNDER

Prior to moving to the San Francisco Bay area in 2009, Stephen lived in the Tampa Bay Area. He enjoys skiing internationally with his family and enjoys watching the Carolina Panthers. Stephen is passionate about health and exercise, spending his time practicing Krav Maga and body building.

As Chief Strategist at Veraz Insurance Solutions, Stephen leads firm initiatives and is responsible for client case design centered around risk mitigation and advanced tax strategies. He is a member of Ed Slott’s IRA Elite Advisory Group, an advanced planning group made up of financial advisors, CPAs, estate planning attorneys, and insurance agents led by Ed Slott.

With over 2 decades of experience in risk mitigation, finance and real estate investing, he has co-founded 3 successful businesses, giving him insight into advanced planning strategies for business owners. Leading a team of six regional managers and over 140 agents, Stephen was instrumental in growing a real estate brokerage he helped to acquire to become listed as one the 500 largest firms in the United States as cited by RealTrends magazine.

Stephen is passionate about helping individuals, families, and businesses to achieve their financial goals. In 2011, Stephen led the initiative to launch a financial services business that eventually became Veraz Insurance Solutions.

WE HELP YOU CREATE A SOLID FOUNDATION TO LIVE THE RETIREMENT THAT YOU DESIRE.

HONESTY AND INTEGRITY ARE AT THE CORE OF EVERY CLIENT RELATIONSHIP.

JAY MEHTA

CHIEF EXECUTIVE & CO-FOUNDER

Born and raised in the San Francisco Bay Area, 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 instructor for the Council of Financial Educators, a 501(c)3 non-profit committed to providing quality financial education free of charge to students.

Jay holds 2 MBAs – one from the Haas School of Business at UC Berkeley, and the second from Columbia Business School at Columbia University, where he was invited to join an elite instructor team to teach entrepreneurship to students across three of the University’s schools: business, engineering and arts.

Jay began his career in 1999 and has successfully led firms across a wide variety of industries, including information technology, health care, real estate and financial services. In his roles as CEO and Chairman, Jay has gained expertise in executive leadership and business strategy. After obtaining his series 65 license, Jay has dedicated himself to serving his clients in his fiduciary capacity and is passionate about education and financial planning.

HONESTY AND INTEGRITY ARE AT THE CORE OF EVERY CLIENT RELATIONSHIP.