Veritas Financial Solutions - Personal CFO: JC Marrero

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 tur

n 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.

03/13/2026

Major indexes moved in different directions in February, with rotation beneath the surface as AI concerns pressured big tech despite strong earnings from major players. Meanwhile, soft inflation data helped Treasuries lead fixed income higher, marking their strongest month in a year alongside gains....

03/12/2026

LPL Research discusses examples from history of small caps surging to start the year, and what to watch for from the asset class and the Magnificent Seven in the near future.

03/11/2026

LPL Research notes that markets are unsteady, but jobs, inflation, and earnings are improving, and broadening fundamentals support staying diversified.

03/10/2026

This week's Weekly Market Commentary discusses how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.

03/09/2026

This week’s Weekly Market Commentary discusses dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value‑led cyclical rotation we are seeing in domestic equity markets. It also explores how investors should think about dividend stocks and the c...

03/08/2026

LPL Research examines what escalations in the Middle East could mean for stock markets and how markets have reacted historically to geopolitical shocks.

03/07/2026

LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC) is pleased to provide our Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA) as of January 2026. The CMA and SAA provide guidance on longer-term asset allocation and insight into our forward looking strateg...

03/05/2026

LPL Research explores how continuation funds work, why private equity managers use them, key risks for investors, and how these structures impact public markets.

03/04/2026

LPL’s Chief Economist, Dr. Jeffrey Roach highlights what lies ahead for businesses and the economy as Fed officials highlight potential financial risks, the potential for a rebound in growth, and tariff impacts on our trading partners.

03/03/2026

S&P 500 fourth‑quarter earnings are on track to grow about 14% year over year, driven largely by the Magnificent Seven (excluding Tesla) and standout strength in technology and semiconductor results following NVIDIA’s exceptional performance. Forward estimates have inched higher since January, a...

03/02/2026

LPL Research presents competing views on the outlook for software stocks, according to well-respected money managers.

03/01/2026

LPL's Weekly Market Performance for the week of February 16, 2026, highlights ongoing AI angst, geopolitical developments, and the Supreme Court tariff ruling.

Address

Redding, CA

Opening Hours

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

Telephone

+15306051420

Website

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