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Sunday 19th of May 2013

Welcome to Veripax Financial Management

Thank you for visiting our website.  Veripax Financial Management is an independent, fee-only Registered Investment Advisor serving the Folsom, El Dorado Hills and Sacramento, California area and specializing in investment management, comprehensive financial planning, and retirement plans for small business.  Because we are independent we are under no obligation or pressure to recommend any particular company's investment products, and because we are only compensated through client fees and accept no commissions, there is never a conflict of interest when recommending specific investments or retirement plans.

Veripax Financial Management is a member of the National Association of Personal Financial Advisors (NAPFA), which is the nations's largest organization for fee-only advisors.  As a member of NAPFA, we have agreed to abide by NAPFA's fiduciary standard to always put clients' interests first.  Veripax Financial Management is also a member of the Financial Planning Association, the MD Preferred Advisor Network, and the El Dorado Hills Chamber of Commerce.

 

JERRY VERSEPUT ARTICLES:

Playing In The Stock Market Casino - Ezine Articles

Church Retirement Plans: A Moral Dilemma - Employee Benefit Adviser

Acceptable Misinformation - Morningstar

New BLOG post - Market Timing Nonsense

Aligning Beliefs With Investment Strategy - Guest article on MoneySmart Radio

Investment Strategy Synopsis - Ezine Articles

VFM's 7 Principles For Investment Management

Roth IRA Strategies For 2010+ - Ezine Articles

A New Investment Environment Is Coming - Blog article

 

 

MEDIA QUOTES:

OnWallStreet - April 1, 2012 (Narrowing It Down)

Chicago Tribune - Jan 11, 2012 (Family finances: Let your mortgage ride)

InvestmentNews - June 27, 2011 (Working with small-fry clients)

Financial Advisor Magazine - May, 2011 (Mainstreaming Alternatives)

New York Times - April 12, 2011 (Stock Pickers Are No Longer the Stars)

SmartMoney (WSJ) - February 9, 2011 (Will a New Hedge-Fund Rule Lock You Out?)

Money Magazine - January, 2011 (Is long-term care insurance worth the price?)

Wall Street Journal - November 16, 2010 (Is the Rally Over?)

Kiplinger - July, 2010 (Too Close To Home)

Morningstar Advisor - April 29, 2010 (Be Very Careful)

Researchmag.com - March 10, 2010 (Immediate Annuities as Longevity Insurance)

Wall Street Journal - January 26, 2010 (An Adviser Tests the 401(k) Waters)

Financial Advisor Magazine - January 25, 2010 (More Advisors Focusing On 401(k) Business)

MarketWatch (WSJ) - January 13, 2010 (ETFs Make Inroads With 401(k) Investors)

MarketWatch (WSJ) - October 26, 2009 (Protecting those Apple, Google and tech windfalls)

Financial Advisor Magazine - July, 2009 (College Savers In Retreat)

New York Times - May 20, 2009 (Some Investors Are Ready for a New Strategy)

Wall Street Journal - April 30, 2009 (Should You Change Your Investing Strategy Now?)

InvestmentNews - April 12, 2009 (Market's rally breeds skepticism among advisers)

 

 

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Page Last Modified: April 09 2013, 18:14

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