Vera Wealth LLC

I started Vera Wealth because good financial advice shouldn't be reserved for the wealthy. Too much of this industry is built to serve the top 1%. High account minimums, complicated fee structures, and advice designed around people who already have plenty. Everyone else gets told to come back when they have more money. I didn't think that was right, so I built something different. Vera Wealth has no account minimums. Whether you're just starting out, rebuilding after a setback, or working toward retirement, you deserve access to a qualified CFP® professional. Your income and your account balance don't decide whether you get my help. I'm a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Vera Wealth, an independent registered investment advisory firm in Pasadena. I work with professionals, families, tech professional, and public sector employees on: Financial planning and goal setting Investment management Retirement and Social Security strategy Tax planning Estate planning Divorce financial planning As a fiduciary, I'm required to put my clients interests first. That's not a selling point to me. It's the baseline. The work I find most meaningful is helping people who've been overlooked by the financial industry. If that sounds like you, or someone you know, I'd be glad to talk.