JC Marrero

Veritas Financial Solutions - Personal CFO

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.

At Veritas, we operate as your financial command center—integrating all aspects of your financial world so you can focus on what matters most. 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 proactive, long-term financial partnership

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✦ Core Services at Veritas Financial Solutions:

• Comprehensive Financial Planning

• Retirement Income Strategy & Investment Strategy

• Proactive Year-Round Tax Planning

• Estate & Legacy Planning

• Insurance Strategy: Life, LTC, Disability

• College Education Funding Strategy

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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.