Jay Mehta is a financial advisor with Veraz Advisors in San Ramon, CA, holding a Series 65 credential and eight years of industry experience. He has held various roles including CEO of Urok Tax Planners and Veraz Insurance Solutions, as well as serving as an instructor for the Council of Financial Educators. Outside of financial advising, he is chairman of a family-owned physical therapy clinic and a senior partner in a consulting firm. Veraz Advisors manages approximately $110 million for about 150 clients, providing discretionary portfolio management, financial planning, and consulting services. The firm customizes investment strategies using equities, ETFs, and fixed-income securities, applying multiple analytical approaches and may engage third-party managers while maintaining ongoing client communication.

Victor Valle is a financial advisor at Veraz Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Winans Investments and Comerica Securities. Outside of finance, he serves as president of a youth baseball league and is involved in businesses related to sport nutrition supplements and freight brokerage. Veraz Advisors manages about $110 million for approximately 150 individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs customized investment strategies using equities, ETFs, and fixed-income securities, often applying Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.

Sergio Rivera Vazquez is a financial advisor at Veraz Advisors with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Morgan Stanley Smith Barney LLC, Veq Capital, and Petro Equity Partners. Veraz Advisors manages approximately $110 million for about 150 individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm customizes investment strategies using equities, ETFs, and fixed-income securities, applying multiple analytical approaches while conducting ongoing account reviews and coordinating with sub-advisors or third-party managers as needed.