VERITY Wealth Advisors

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Our Team

Evan Oliver, CFA, CFP  , CDFA

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Check the background of Evan Oliver on FINRA's BrokerCheck

Prior to founding VERITY Wealth Advisors in 2003, Evan had ten years of experience working with large institutional investors.  At Merrill Lynch, he managed both the firm’s equity and equity derivative businesses in the western region.  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 in the Navy for six years, leaving the service as a Lieutenant.  He also earned an MBA from the Stanford Graduate School of Business. Evan is a CFA  charterholder and CFP   certificant and holds the Certified Divorce Financial Analyst   certification from the Institute for Divorce Financial Analysts.

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Ryan Beckler

Ryan has over ten years of client service experience with registered investment advisors, including four years at Fisher Investments.  He serves as a point-of-contact for all of our clients’ operational needs and oversees the firm’s performance reporting system.  Ryan graduated from Humboldt State University with a B.S. in Business.

Contact

VERITY Wealth Advisors

1505 Bridgeway, Suite 208

Sausalito CA 94965

(415) 561-3340

www.veritywealth.com

evan@veritywealth.com

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