Veritas Financial Consulting

Veritas Financial Consulting is a financial planner in Monrovia, California, serving individuals, couples, and families across Southern California and beyond. The firm specializes in fee-only, independent, and fiduciary financial planning, focusing on helping clients navigate life transitions such as retirement, debt management, and long-term wealth strategy. With an emphasis on personalized guidance, Veritas works one-on-one to create customized financial plans that align with each client’s unique goals and values. The firm is led by Joshua D. Garcia, a CERTIFIED FINANCIAL PLANNER™ professional, and is committed to transparency, integrity, and objective advice without commissions or product sales.

The firm operates with a clear mission rooted in truth and accountability, reflecting its name, Veritas, meaning “truth.” As a fee-only fiduciary, Veritas avoids conflicts of interest by not receiving commissions or selling financial products. The team emphasizes collaboration, ongoing partnership, and continuous strategy refinement, ensuring clients receive consistent support throughout their financial journey. They draw on the expertise of independent advisor networks like the Garrett and XY Planning Networks to provide comprehensive, up-to-date solutions. Their approach is built on core values of integrity, excellence, and service, with a focus on empowering clients to make confident, informed decisions.

Veritas Financial Consulting is located at 100 E Huntington Dr, a short distance from key local roads including West Huntington Drive and South Myrtle Avenue. It sits just over a tenth of a mile from Clary, a government office, and within a few hundred meters of The UPS Store, a post office, and East Central Avenue. The office is situated on a main road in a well-connected area of Monrovia, accessible to residents throughout the region.

As a fee-only, fiduciary advisor with a client-centered philosophy, Veritas Financial Consulting stands out for its commitment to ethical, personalized financial guidance. The firm’s emphasis on truth, independence, and long-term partnership has earned it a trusted reputation among clients in Monrovia and surrounding communities. It is a dependable resource for those seeking clarity and confidence in their financial future.