Jerry Verseput, CFP®, President, Principal Advisor
Jerry Verseput is the founding principal of Veripax Financial Management. In addition to being a Certified Financial Planner™, Jerry holds B.S. and M.S. degrees in engineering and is a member of NAPFA (National Association of Personal Financial Advisors), the nation’s leading organization for Fee-Only financial planning professionals, the Financial Planning Association, and the El Dorado Hills Chamber of Commerce.
Jerry combines his financial and technical background, and a deep desire to remove financial stress from his clients, by taking an active approach to client portfolio management. As a former engineer, Jerry constantly challenges the status quo and believes that financial advice and portfolio management must go beyond simply recommending mutual funds. An acceptable portfolio management strategy must be historically and statistically sound, must work in a variety of market conditions, must be in the best interest of the client, and must make logical sense. Jerry employs a management strategy that takes all of these conditions into consideration and is tailored to each client's unique situation.
Jerry is knowledgable and proficient in many areas of investing and investment strategies, including mutual funds, Exchange Traded Funds (ETFs), collar-protection for individual stocks, hedging strategies, income-generating strategies, and stock option strategies. With a wide variety of techniques to choose from Jerry can develop customized investment plans that are not limited to one technique or investment type.
If you would like to contact Jerry, you can email him at
What Does "Veripax" Mean?
Veripax is a combination of the Latin words for Truth (veritas) and Peace (pax). The name reflects our commitment to absolute integrity, and our belief that financial peace comes through careful planning.
A fiduciary is a person or firm that has a legal and ethical responsibility to put the interest of their clients ahead of their own. NAPFA membership requires a commitment to the highest fiduciary standard in the investment advisor industry. Whether you choose to work with Veripax Financial Management or another firm, committment to a fiduciary standard should be part of your consideration.
You can visit http://www.focusonfiduciary.com/ for more information on fiduciary standards and to watch the presentation "5 Things You Need To Know About Your Financial Advisor".
MD Preferred Financial Advisor
The MD Preferred Physician Resource Center is used by physicians and medical executives to identify trusted healthcare specialists in financial advisory services, legal services, and other professional services. Veripax Financial Management is a member of the MD Preferred Network because our role as a fiduciary and our commitment to keeping clients' interests first is considered to be consistent with the commitment that doctors have with their patients.