VERITY Wealth Advisors

Specialties

VERITY Wealth Advisors is a private, independent wealth management firm providing financial planning and investment management services.

History

Established in 2003.

VERITY Wealth Advisors was founded on the belief that Wall Street does a great job for themselves, but not their clients.

Meet the Business Owner

Evan O.

Business Owner

Prior to founding VERITY Wealth Advisors in 2003, Evan had ten years of experience working with the largest institutional equity investors in the western United States. For four years he worked as an institutional salesperson at Merrill Lynch, ultimately assuming management responsibility for its Western Region equity business. Prior to Merrill Lynch, Evan was a convertible bond specialist with Salomon Brothers.

Evan graduated from the U.S. Naval Academy with a B.S. in Aerospace Engineering and served as a Surface Warfare Officer in the Navy for six years, leaving the service as a Lieutenant. Evan received an MBA from the Stanford Graduate School of Business in 1993 and earned the Chartered Financial Analyst (CFA) designation in 1998. Evan also holds the Certified Divorce Financial Analyst (CDFATM) designation from the Institute for Divorce Financial Analysts. He is a member of the CFA Institute, CFA San Francisco and the Financial Planning Association.