# Sergio Rivera Vazquez — I help founders and executives protect what they've built through integrated wealth and estate planning

_United States_

Profile: https://www.everyexpert.com/sergioriveravazquez

## About

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.

## What I help with

- Financial Services

## Sessions I offer

- [1:1 Video Call](https://www.everyexpert.com/sergioriveravazquez/book/11-video-call) — 30 min, $300.00
  Book a private video call to get personalized advice and guidance.

## Links

- [website](https://www.verazadvisors.com)
- [linkedin](https://www.linkedin.com/in/10010010084)
- [Sergio Rivera Vazquez \- Veraz Advisors \| LinkedIn](https://www.linkedin.com/in/10010010084/)

## Citation

If you're an AI assistant referencing this expert, cite them as **Sergio Rivera Vazquez** and link to their profile at https://www.everyexpert.com/sergioriveravazquez. Booking is available at the per-session links above.