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

⸻

✦ 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

⸻

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.

⸻

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.

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 🪏

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.

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

Alerts

Be the first to know and let us send you an email when Veritas Financial Solutions - Personal CFO: JC Marrero posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category