Veritas Financial Solutions - Personal CFO: JC Marrero

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Veritas Financial Solutions - Personal CFO: JC Marrero At Veritas, we operate as your financial command center—integrating all aspects of your financial world so you can focus on what matters most.

🔹 About JC Marrero

Your Personal CFO | Founder, Veritas Financial Solutions
Serving clients virtually and in person from Redding, CA

I’m JC Marrero, founder of Veritas Financial Solutions and your dedicated Personal CFO—here to bring clarity, confidence, and strategy to your financial life. With over 15 years of experience in financial services, I help purpose-driven individuals and families turn complexity into confidence through long-term financial planning, investment management, tax strategy, insurance guidance, and legacy planning—all in one place. We don’t just give advice. We help you lead your financial life with intention.

✦ Who I Serve
• Pre-retirees and retirees looking for simplicity and income clarity
• Families caring for aging loved ones needing strategic guidance
• First-generation wealth builders ready to create generational change
• Busy professionals seeking a proactive, long-term financial partnership

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✦ Core Services at Veritas Financial Solutions:
• Comprehensive Financial Planning
• Investment Management & Retirement Income Strategy
• Tax Preparation & Proactive Tax Planning
• Estate & Legacy Planning Coordination
• Insurance Strategy (Life, LTC, Disability)
• Bookkeeping & Cash Flow Education

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As a first-generation Cuban-American, I understand what it means to build from the ground up. That experience fuels my passion for financial literacy, legacy-minded planning, and equipping others to take ownership of their financial story—without jargon or judgment. I earned my Business degree from Simpson University and have served in banking, insurance, and wealth management before launching Veritas Financial Solutions to give clients an integrated, personal, and purpose-driven experience. When I’m not advising, you’ll find me hiking with my family, teaching financial principles to our community, or enjoying downtime with my wife and sons. We’re active members of VC Family Church here in Redding, CA.

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If you’re looking for a strategy-minded advisor who brings the wisdom of a CFO with the heart of a teacher, I’d be honored to serve as your Personal CFO. Let’s build something that lasts.

09/18/2026

Most businesses fail within five years—not because of their product, but due to poor cash flow management.

As a personal CFO, I see how messy small business bookkeeping usually leads to disaster. You don't need a finance degree, but you do need better financial planning to survive.

Schedule a free consultation to prevent business failure: https://www.veritasfinancial.solutions/lp/bookkeeping/

09/18/2026

Are these 3 bookkeeping mistakes trapping your business cash?

Stop spending 14 hours a week on admin tasks that kill your growth. This breakdown helps you identify where your bookkeeping process is failing and how to stop the cycle of tax season backlogs.

Get organized and focus on profit rather than doing everything yourself.

Ready to catch up on your books? Schedule a free consultation: https://www.veritasfinancial.solutions/lp/bookkeeping/

09/18/2026

Ready to catch up on your books? Schedule a free consultation: https://www.veritasfinancial.solutions/lp/bookkeeping/

Stop thinking bookkeeping is just receipt tracking.

Most business owners miss the bigger picture: your books are actually a tool for financial detective work. I’m breaking down why clean books are the only way to track true profitability and stop losing money on every sale.

Ready to catch up on your books? Schedule a free consultation: https://www.veritasfinancial.solutions/lp/bookkeeping/

Be honest for a second.Have you thought about hiring a bookkeeper, but catching up on all those back months felt like it...
08/14/2026

Be honest for a second.

Have you thought about hiring a bookkeeper, but catching up on all those back months felt like it would cost a fortune?

Are your books so far behind that you've stopped opening QuickBooks altogether?

Are you a little embarrassed about how deep the pile has gotten?

Here's the thing: behind books don't just cause stress. They slow the whole business down. You make decisions on gut instead of real numbers, tax season becomes a scramble, and that low hum of "I really need to deal with this" never goes away.

I want to take that off your plate and make it a genuine WIN-WIN.

Start a 12-month bookkeeping plan with us, and we'll catch up on your last 6 months for free. No judgment about how far behind you are. We do this every day. You get clean, current books and your head back. We earn a client for the long haul.

I'm JC. I run Veritas Financial Solutions right here in Redding.

Comment BOOKS or send me a message, and let's fix it together.

A new tax client sent this after our first conversation. Shared with permission:"Today after talking to you is the first...
07/08/2026

A new tax client sent this after our first conversation. Shared with permission:

"Today after talking to you is the first time in many years I have felt hope and excitement about getting my taxes filed. I know there's a lot of work ahead and perhaps many ups and downs but I'm celebrating this moment. I feel like I've finally been given a shovel and I can dig my way out of this hole I've been in. Thank you for your sense of humor and intentionality."

Years behind on taxes are more common than you think. It happens to smart, capable people. The hardest part is the first conversation. And it's nothing like the one you've been dreading.

No lectures. No judgment. A clear plan and someone in your corner.

If this sounds like you, book a call. We'll bring the shovel 🪏

Address

1304 East Street, Suite 214
Redding, CA
96001

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15306051420

Website

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