VERITY Wealth Advisors is a Sausalito-based financial advisory firm founded in 2003 by Evan Oliver, a seasoned professional with a background in managing equity and equity derivative businesses at Merrill Lynch and Salomon Brothers. With a team of experienced advisors, VERITY specializes in providing comprehensive financial planning and investment management services to both individual and institutional clients.
Led by Evan Oliver, a CFA charterholder and CFP certificant, VERITY Wealth Advisors offers personalized solutions tailored to meet the unique needs and goals of their clients. Their expertise spans various areas, including retirement planning, investment management, and divorce financial analysis, ensuring that clients receive comprehensive guidance and support in navigating their financial journeys.
Generated from the website