SB-Jerry Verseput, CFP

Jerry Verseput, CFP

PRESIDENT/PRINCIPAL ADVISOR at Veripax Wealth Management, LLC

Jerry Verseput is a Certified Financial Planner (TM) and owner of Veripax Wealth Management, LLC, a Registered Investment Advisory firm in Folsom, California. Prior to establishing VWM in 2006, Jerry was a senior-level manager at Intel Corporation since the early 1990’s.

In addition to holding the CFP® certification, Jerry holds a BS in Computer Engineering and an MS in Telecommunications Engineering. He is also a member of the FPA (Financial Planning Association), and is registered as an MD Preferred Financial Advisor (a network for medical professionals). With the unique combination of a financial background, technical background, and large-company corporate experience, Jerry is ideally suited for helping professionally-oriented individuals, families and small businesses solve their financial planning and wealth management issues.

Jerry has been quoted in articles regarding investment strategy and financial topics in the Wall Street Journal, New York Times, USA Today, Money Magazine, Financial Advisor Magazine, Morningstar Advisor, Kiplinger’s Magazine and Chicago Tribune, and is the author of several published articles on investment performance and strategy. Jerry has extensive knowledge concerning income strategies, stocks, mutual funds, Exchange Traded Funds, alternative investments, stock options and retirement benefits, and is able to use his problem-solving skills and knowledge to address complex financial problems in ways that are effective and easily understandable.

Speaking Topics:
- Personal Financial Planning
- Investment Strategies

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