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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
About Veritas Financial Consulting LLC
Veritas Financial Consulting is a fee-only, independent fiduciary RIA serving Southern California and clients nationwide. The firm provides project-based and ongoing financial planning, helping individuals, couples, and families—especially pre/near retirees and working professionals—build and maintain a personalized wealth strategy. Portfolios emphasize asset allocation using mutual funds and ETFs, with Schwab as primary custodian.
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Platform
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Owner & Executives
JOSHUA DANIEL GARCIA
Chief Compliance Officer, Principal
- CRD
- #5819452
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kevin Amado Cifuentes
Financial Planner
- CRD
- #7417090
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,606,393 | -- |
| Non-Discretionary | $634,284 | -- |
| Total | $86,240,677 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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