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Jerry A. Verseput, CFP®

Veripax Financial Management, LLC

101 Parkshore Dr
Ste 100
Folsom, CA 95630
Phone: (916) 358-5635
Fax: (916) 404-4279

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.