Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
We create strategies that are tailored to your specific needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Since she started her career as a financial advisor in 2010, Gaea Verneris, founder of Legacy One Financial, continues to evolve her practice and the way she works with clients. She takes a holistic approach by educating and guiding others to work towards their individual and financial goals. Everyone has different dreams and desires for their future and Gaea has found a passion for helping people find that link between their resources and dreams. She strives to understand what is important to you, as a client, and engages in a process to help build personalized strategies designed to help pursue your desired destination.Gaea works with clients all over the United States, face-to-face, through phone appointments, and through web conferencing. She is committed to establishing and maintaining long-lasting relationships that allow her to bring purpose to her clients' lives and hard-earned money. Working together with you, she will help you determine the appropriate and effective financial strategy for you and your family or business. She is committed to empowering you with the information necessary to make confident decisions regarding retirement, estate considerations, legacy planning for your family’s future and other financial solutions.
965 E Main StreetVentura, CA 93001Phone: (805) 330-9680Fax: (805) 830-1882Mon-Thu: 8:30 AM - 4:30 PMFri: By Appointment
At Legacy One Financial, we are first motivated by our vision to be your sole trusted advisor, in partnering with you to clarify your dreams, goals, and values. We will assume the dual role of advisor and advocate. Your best interests will always come first and we will strive to consistently exceed the expectations set by YOU, our client.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."