IDEAL CLIENT

We are here to help individuals with investable assets to organize and simplify their unique financial situations.

INDIVIDUALS AND FAMILIES

It is our promise to understand where our clients are in life, where they want to be, and work together to figure out how to get there.

BUSINESS OWNERS

From tax planning and risk management, our full-service team of wealth advisors helps business owners like you select the right retirement plan design, manage business succession, enhance employee retention, and ensure collaboration among your various advice providers.

TELL US ABOUT YOUR FUTURE

Schedule an appointment for a complimentary written financial plan.

SAN RAMON OFFICE

2355 San Ramon Valley Blvd, Suite 204
San Ramon, CA 94583

PHONE

925-309-5535

SAN JOSE OFFICE

100 Century Center Court, Suite 115
San Jose, CA 95112

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Investment advice is offered through Veraz Advisors, LLC, (“Veraz”) 2355 San Ramon Valley Blvd, San Ramon CA 94583 an investment adviser with the State of California. Registration with the state of California should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Veraz Advisors, LLC are available at https://www.verazadvisors.com.

Investment advisory services are offered through Veraz Advisors, LLC, 2355 San Ramon Valley Blvd, Suite 204, San Ramon, CA 94583. Additional information about Veraz Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Insurance products are offered through Veraz Insurance Solutions, LLC, California License #6000822