Veritas Financial Consulting

Veritas Financial Consulting is a financial planner in Monrovia, California. The firm serves individuals, couples and families from all walks of life, including those approaching or already in retirement who need to refine a plan, professionals looking to create a strong foundation, and individuals and couples thinking about life's next phase. Its work covers saving for retirement, paying down debt, and creating a comprehensive financial plan. Veritas operates as a fee-only fiduciary, does not receive commissions, and is not beholden to recommend certain solutions over others. The firm serves Southern California and beyond.

Joshua D. Garcia, MBA, MIM, CFP, a CERTIFIED FINANCIAL PLANNER professional, opened Veritas Financial Consulting in Monrovia and serves as its principal. The firm describes its approach as collaborative: working one-on-one with clients to understand their situation and build a strategy around their goals, then creating, maintaining and updating that wealth strategy on an ongoing basis for clients who choose to continue after a project. Veritas means truth, and the firm states that telling the truth and doing what is right for clients is the cornerstone of its work. Its stated values are integrity, excellence and service, and its team walks clients through their options, explains the implications of each, and decides on a course of action together. The firm draws on the collective wisdom of fee-only advisors within the Garrett and XY Planning Networks.

The office is at 100 E Huntington Dr #222, on Huntington Drive near South Myrtle Avenue and West Huntington Drive. A government office on Clary is about 0.1 miles away, and a post office is about 0.3 miles away near East Central Avenue.

Veritas Financial Consulting pairs fee-only fiduciary planning with a team that works one-on-one with clients in Monrovia and across Southern California.