ver·i·ty [ˈverətē] noun
a true principle or belief, especially one of fundamental importance:
At VERITY Wealth Advisors, we pride ourselves on providing financial services rooted in trust and transparency. Our team strives to be a dependable resource for individuals seeking expert guidance. We're dedicated to ensuring our clients are informed and empowered in their financial decisions, creating tailored strategies that lead to long-term prosperity and peace of mind.
Ryan Beckler
Joining VERITY in 2005, Ryan has over twenty-five years of client service experience with registered investment advisors. He serves as a point-of-contact for all of our clients’ operational needs and recently became an Investment Advisor Representative Ryan graduated from Humboldt State University with a B.S. in Business.
Evan Oliver
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.