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Evan Oliver, CFA®, CFP®, CDFA®

VERITY Wealth Advisors, LLC

1505 Bridgeway
Ste 208
Sausalito, CA 94965
Phone: (415) 561-3340
Fax: (415) 887-9302

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Household Income Minimum: $10,000
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CDFA
Broker-Dealer Affiliation
None/NA

 

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.