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About Us
- Story
- Team
About You
- Ideal Client
- New Client Experience
Media
Tools
- Tax Bill Calculator
Contact Us

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DOCUMENTS

Download the ADV Part 2A, ADV Part 2B, CRS, Privacy Notice documents below.

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Schedule an appointment for a complimentary written financial plan.

SAN RAMON OFFICE

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

PHONE

844-848-3729

Additional Numbers and SMS Policy.

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

Full Disclosure | Documents

TOLL FREE NUMBERS

925-309-5535

833-838-3729

855-858-3729

855-372-3422

888-844-0473

By sending SMS Text Messages to any of our company numbers, including the toll-free numbers above, you agree and opt-in to receiving SMS Text Messages. You may opt out at any time by sending the word “STOP”.