Gary A. Veran, MBA

Gary A. Veran, MBA

Financial Services Professional

California Insurance License #: 0K327068

Professional Objective

Gary's primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending solutions to help you achieve what is most important to you.

Critical to his approach, is his ability and commitment to listening and asking the right questions. He gets to know his clients and understand what is truly important to them. His goal is to help you to achieve your financial goals. To that end, he uses a four-step process to help you with your planning needs:  Analyze, Recommend, Implement and Review.

Education and Experience

Gary earned his MBA in Finance at the Graduate College of Business at Ohio University.  He graduated from the University of California in Davis where he received a B.A. in Economics.  Gary has worked as a corporate financial planner for over 20 years for publically traded companies, privately held partnerships, private equity companies, and small businesses.  This experience provides him with a broad range of perspective fo into the financial and business requirements of families and small business owners.

In 2015, Gary joined Accardo Financial and Insurance Services because he was motivated to add value to the lives of individual clients in addition to commercial enterprises.

Personal Strengths
Gary is married to his wife of twenty years with a wonderful young family.  He is an active member of the community as a service volunteer, coach, and career mentor.  He attributes his success to the core values taught to him by his parents that hard-earned success comes from integrity, perseverance, and commitment.
Phone (925) 979-2341
Mobile Phone (925) 360-8879