NancyListiawan- Financial Advisor Pasadena, CA

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About Nancy Listiawan

Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to financial literacy. No industry jargon, just straight forward guidance that makes sense for your life. We make professional financial planning accessible to all individuals in different phases of their life. Our approach is transparent and thorough. We explain not just what we recommend, but why. You'll understand the purpose behind each investment choice and how our carefully designed guardrails protect and grow your wealth. We believe informed clients make better financial decisions and achieve stronger long-term results. Come talk to us. We are here to listen.

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General Information

CRD#

6160905

Firm CRD#

333522

Years of Experience in Financial Services

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

Charles Schwab

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892940/paladinregistry-Vera-Wealth-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Nancy Listiawan

Vera Wealth