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Evan Oliver: |
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US Naval Academy, 1985, BS in Aerospace Engineering |
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Stanford University, Graduate School of Business, 1993, MBA |
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Earned the Chartered Financial Analyst designation in 1998 and is presently preparing for the Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) exams. |
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Member of the following organizations: - Association for Investment Management and Research (AIMR) - Security Analysts of San Francisco - Financial Planning Association - International Academy of Collaborative Professionals - San Rafael Chamber of Commerce |
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We create total wealth management solutions (financial plan, estate plan, investment management), coordinting our clients' entire financial picture.
VERITY Wealth Advisors, LLC
Evan Oliver, CFA, CDFA
The Presidio of San Francisco, 220 Halleck Street, Suite 120A, San Francisco, CA 94129
Phone: 415-561-3340
Fax: 415-561-3344
E-mail Evan Oliver, CFA, CDFA
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