Veraz Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Veraz Advisors manages roughly $110 million for about 150 individual and high‑net‑worth clients with a three‑advisor support team. The firm offers discretionary portfolio management, financial planning and consulting, and refers clients to third‑party money managers and sub‑advisors for certain mandates.
Investment strategies are customized to client goals and commonly use equities, ETFs and fixed‑income securities while applying Modern Portfolio Theory, fundamental, technical and cyclical analysis; Veraz may also maintain defensive cash positions when judged appropriate. The firm conducts ongoing account reviews and, when applicable, delegates management to sub‑advisors or third‑party managers while acting as the primary liaison for clients.
Notably, Veraz is affiliated with both an accounting firm and an insurance agency owned by the same principals, an arrangement the brochure identifies as a potential conflict when tax, estate or insurance products are recommended. The firm also provides educational seminars and workshops for clients and prospects—an offering that is relatively uncommon among peers—while disclosing referral and solicitor arrangements for certain third‑party managers.
Client services
Expertise
Fee options
Generally ranges from $1,000 to $50,000 for fixed fee financial planning and consulting
Negotiable up to 2.99% annually
Up to $750 per hour
Main office
2355 San Ramon Valley Blvd, Suite 204
San Ramon CA 94583
Advisors at this office
3
Most active in
California
Also doing business as
Va · Veraz Advisors · Veraz Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jay M
Series 65
San Ramon, CA
Veraz Advisors
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 V
Series 63, Series 66
San Ramon, CA
Veraz Advisors
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 R
Series 63, Series 65, Series 66
San Ramon, CA
Veraz Advisors
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.
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