Evan  Oliver,  CFP<sup>&reg;</sup> - Financial Advisor

Evan Oliver, CFP®

CFA®, CDFA®

Wealth Manager

VERITY Wealth Advisors, LLC

1505 Bridgeway, Ste 208
Sausalito, CA 94965
FINANCIAL ADVISOR'S WEBSITE
(415) 561-3340

General

Evan Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at VERITY Wealth Advisors, LLC in Sausalito, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Financial Advisor's 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

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