Veraz Advisors

02/01/2025

Discover 3 Hidden Opportunities & 2 Costly Mistakes

01/28/2025

Some more photos from our start of the New Year party. Bring on 2025!

01/28/2025

Our Winter Client Appreciation Event was a success! Thank you to all of our wonderful clients for joining us in celebrating the start of the New Year. May 2025 be a year full of blessings and growth!

01/08/2025

Happy New Year from Veraz Advisors!

Happy New Years - Wishing you a very happy and prosperous 2025!

12/18/2024

Come celebrate the start of the new year with Veraz Advisors! We want to say thank you to all of our valued clients. What better way to do so than with drinks, delicious food, and live music from local artists? We hope to see you there!

11/14/2024

Our renovations have finished! We can't wait for you to see them on your next visit to the office!

09/16/2024

Estate and legacy planning may sound very similar at the forefront. However, the two planning methods tackle very different preparation areas. Hear it said best by Stephen himself on Finance 2 Freedom:

Veraz Advisors is a full-service Registered Investment Adviser serving clients throughout the country, with a special presence in the San Francisco Bay Area....

08/02/2024

Veraz Advisors will be speaking at many community courses across the Bay Area in the latter half of 2024. We will be attending courses at San Jose City College, Diablo Valley College, and Ohlone College on various dates through the fall. We are very excited to educate the public and equip them with the necessary skills to navigate our fluctuating economy.

07/26/2024

Our summer BBQ was a success! Thank you to all of our incredible clients for joining us in a night of celebration. We look forward to many events to come! 🍗🥂🎶

06/27/2024

We are excited to announce our Summer Client Appreciation Event! There will be live music, great bbq food, and a live operating bar! Please feel free to share this invite with any guests you believe could benefit from meeting the Veraz team. 🍗🥂🎧

06/20/2024

The state of California currently faces a $27.6 billion budget deficit. Govenor Gavin Newson and lawmakers are working to create a revised budget plan to address the deficit. Unfortunately, this likely means an increase in taxes is on the horizon. Please enjoy this clip from Finance 2 Freedom addressing the current economic condition.

Veraz Advisors is a full-service Registered Investment Adviser serving clients throughout the country, with a special presence in the San Francisco Bay Area....

06/06/2024

In many of our local class offerings, we follow a "7 critical learning objectives" course outline. When planning for your retirement, it's important to take these topics into consideration for best results.

Veraz Advisors strives to create quality educational content for courses spread across the Bay Area. This summer, advisors from our company will be speaking at courses in San Jose, San Ramon, Oakland, and even Pleasant Hill. Stay tuned for more information on classes near you!

Veraz Advisors is a full-service Registered Investment Adviser serving clients throughout the country, with a special presence in the San Francisco Bay Area....