Sergio Rivera Vazquez

I bring over 35 years of experience in wealth strategies, private banking, and strategic asset allocation across the US, Latin America, and Europe. At Veraz Advisors in Silicon Valley, I work with AI executives, business owners, and Hispanic entrepreneurs to manage their finances and reach their personal goals.

I specialize in investment management, tax planning, estate planning, and retirement strategies. My work coordinates these elements using The Veracity Formula™—a structured approach that aligns all financial decisions so they work together seamlessly, whether you're managing significant wealth, planning a business transition, or building your family's legacy.