Stephen specializes in helping affluent individuals, families, and business owners implement sophisticated planning strategies designed to reduce taxes, protect assets, and improve long-term financial outcomes. His work often involves coordinating complex retirement, estate, and tax-efficient income strategies as part of a comprehensive financial planning process.
He is a member of Ed Slott’s Elite IRA Advisor Group, an advanced planning organization composed of financial advisors, CPAs, estate planning attorneys, and insurance professionals who collaborate on complex retirement and tax planning strategies.
WE HELP YOU CREATE A SOLID FOUNDATION TO LIVE THE RETIREMENT THAT YOU DESIRE.
Alex joined Veraz Advisors after a distinguished career in the heavy equipment industry. Her diverse experience spans marketing, project management, finance, and operations, making her ...
At Veraz Advisors, Alex is truly living her dream. She enjoys working with an incredible team and appreciates the convenience of living close to our San Ramon office, which means no commute and more time with her three children. In her free time, Alex delights ...
As the first point of contact for potential clients, I have dedicated the past five years to enhancing and refining the customer experience. My primary ...
Outside of the office, I have a deep love for traveling the world and immersing myself in different cultures. I am passionate about helping children, particularly through education. One of my favorite pastimes is enjoying karaoke with my husband and friends.
Victor is a Wealth Advisor dedicated to helping clients achieve lasting financial success through tailored, strategic guidance. He specializes in designing personalized strategies that encompass ...
Outside of my professional role, I cherish time with my family, enjoy exploring new destinations, and take great pride in supporting my kids at their sports events. I am also deeply committed to giving back to the community through The Michael Valle Foundation, where we ...
With over 35 years of experience in Trading, Wealth Management, and Private Banking across Europe, Latin America, and the United States, Sergio brings deep knowledge ...
The proud father of three young women currently studying and working in Mexico City, The Woodlands, Texas, and Shanghai, China, Sergio is passionate about art, foreign languages -he fluently speaks Spanish, French, Portuguese, Italian and English- and international affairs. His volunteer work over the past ...
Mar is the primary point of contact and a direct extension of the CEO’s office. She navigates his inner circle with a focus on high-touch ...
Outside of work, Mar loves spending time with her friends, family, and two Shih Tzus. She spends her weekends outdoors or playing pickleball. She’s either lounging at the beach, camping in the mountains, or competing in a pickleball tournament.
Jason Prosnitz serves as Leadership & Operations Advisor to Veraz Advisors, bringing more than 20 years of experience building and scaling businesses.
As an embedded ...
Outside of work, I’m usually doing something that involves either heavy weights, a field, or a dog that has strong opinions about walk timing. I train in CrossFit and powerlifting — not because I have it figured out, but because showing up consistently and attacking ...
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