Veraz Advisors

Jay Mehta is a financial advisor at Veraz Advisors with eight years of industry experience and a Series 65 credential. He has held roles at Horter Investment Management and currently serves as CEO of Urok Tax Planners, LLC. Outside of advising, he is an instructor at the Council of Financial Educators and chairman of a family-owned physical therapy clinic. Veraz Advisors serves individual and business clients, including high-net-worth and non-HNW individuals, offering discretionary portfolio management, financial planning, and consulting. The firm uses customized investment strategies and may engage third-party managers, with a notable affiliation to an accounting firm and insurance agency.

Victor Valle is a financial advisor with Veraz Advisors in San Ramon, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Winans Investments, Comerica Securities, Bank of America, and Merrill Lynch. Outside of finance, he serves as president of a youth baseball organization, owns a sports nutrition supplement business, and is chief operating officer of a freight brokerage firm. Veraz Advisors serves individual and business clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, financial planning, and consulting services. The firm employs customized investment strategies and may engage sub-advisors or third-party managers, while maintaining operational affiliations with an accounting firm and insurance agency.

Sergio Rivera Vazquez is a financial advisor at Veraz Advisors with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones, Morgan Stanley Smith Barney LLC, Veq Capital, and Petro Equity Partners. Veraz Advisors serves individual and business clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, financial planning, consulting, and referrals to third-party money managers. The firm customizes investment strategies across a range of asset classes and employs operational affiliations with an accounting firm and an insurance agency.