Veraz Advisors is a full-service Registered Investment Adviser serving clients throughout the country, with a special presence in the San Francisco Bay Area. The firm specializes in working with high income earners and high net worth worth individuals, families, trusts/estates and business owners.
Veraz Advisors的外部链接
US，California，San Ramon，94583
Happy New Year from Veraz Advisors!
Happy finance Friday! Estate and legacy planning may sound very similar at the forefront. However, the two planning methods tackle very different preparation areas. Hear it said best by Stephen himself on a recent episode of Finance 2 Freedom:
Veraz Advisors will be speaking at many community courses across the Bay Area in the latter half of 2024. We will be attending courses at San Jose City College, Diablo Valley College, and Ohlone College on various dates throughout the fall. We are very excited to educate the public and equip them with the necessary skills to navigate our fluctuating economy.
The state of California currently faces a $27.6 billion budget deficit. Governor Gavin Newson and lawmakers are working to create a revised budget plan to address the deficit. Unfortunately, this likely means an increase in taxes is on the horizon. Please enjoy this clip from Finance 2 Freedom addressing the current economic condition.
In many of our local class offerings, we follow a "7 critical learning objectives" course outline. When planning for your retirement, it's important to take these topics into consideration for best results. Veraz Advisors strives to create quality educational content for courses spread across the Bay Area. This summer, advisors from our company will be speaking at courses in San Jose, San Ramon, Oakland, and even Pleasant Hill. Stay tuned for more information on classes near you!
Coming to a TV channel near you! #finance2freedom