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VERITY Wealth Advisors

Check the background of this firm on FINRA's BrokerCheck

Our Team

Evan Oliver, CFA, CFP  


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.



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.


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VERITY Wealth Advisors

One Harbor Drive, Suite 300

Sausalito CA 94965

(415) 561-3340

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Certified Financial Planner Board of Standards, Inc. owns the certification marks, CFP   and CERTIFIED FINANCIAL PLANNER    and         in the U.S.


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