Broker Check

What Our Clients Are Saying

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

"I have known Gaea most of her life. I have witnessed her tenacity, curiosity, attention to detail and her hunger for knowledge for many years."

That is why I welcome her financial services and am comfortable in knowing that she has my back. So comfortable that I recommend her to other members of my family. She is a gem!

- Joyce M.

"Gaea has exceeded our expectations, and we feel very confident in her ability to manage our portfolio."

We have been working with Gaea for almost 13 years. Her experience and attention to detail have been reassuring as I plan to retire soon. We were referred to Gaea by my mother-in-law and have since referred our children to Gaea for their financial planning needs. Gaea has exceeded our expectations, and we feel very confident in her ability to manage our portfolio.

- Dave and Sandy H.

I took a chance on Gaea after meeting with her and feeling of her sincere compassionate spirit, her knowledge of the business, and her dedication to make a difference in my investing decisions."

Over ten years ago I needed to change our financial advisor and investments. I took a chance on Gaea after meeting with her and feeling of her sincere compassionate spirit, her knowledge of the business, and her dedication to make a difference in my investing decisions. She has proved to be excellent in what she does and has endeared herself to be considered a true friend. I trusted her enough to have advised a couple of my children to become her clients. I fully support and endorse her as a superior financial advisor.

Trudy O.

"If I have to offer one reason I feel safe and confident in Gaea, it’s because her heart is in the right place."

With strong resistance to financial advisors, I still need one. I called Gaea, expecting to confirm my negative bias. Frustrated without confirmation, the first conversation ended with this question, “could she be different?” I took another step… and then another, resulting in an open account. If I have to offer one reason I feel safe and confident in Gaea, it’s because her heart is in the right place. I vetted her with scrutiny, to find solid experience with a solid foundation. Gaea is a clear standout, well above her competitors… some of whom, I know personally. I look forward to updating this testimonial in 6 months. Thanks Gaea, for caring about my assets… and thanks for being you.

- Rod S.

"We have great confidence in her knowledge, experience and guidance."

Gaea Verneris has been very helpful in determining the best course of action for us to take with our existing investments, plus she has made sound recommendations for future investment opportunities as we get closer to our retirement years. We have great confidence in her knowledge, experience and guidance and we would recommend Gaea to others who are looking for a competent financial advisor for their own financial planning needs.

- Mike and Cindy D.

"I met Gaea at a Chamber event when I first moved to Ventura County and felt her genuine spirit immediately."

"A trusted advisor who makes you feel like family” I met Gaea at a Chamber event when I first moved to Ventura County and felt her genuine spirit immediately. Since 2016 she has been my financial advisor and someone I truly trust to give sound advice. She has exceeded my expectations even in a fluctuating environment. She takes time to explain all options and guide me in the direction of financial stability when I retire. I have and do recommended her and know that she has her client’s best interest at hand. I look forward to my chats with her not only to get advice but to catch up on life. She is truly a “Gem” in the industry and Ventura is so lucky to have her.

- Mary S.

"I have also referred her to my family and friends, and they speak very highly of her as well."

I’ve known Gaea for more than ten years and I can honestly say that I trust her when it comes to advising and guiding me in any questions or concerns, I may have. She knows what I want and need and does not pressure me in any way. I have also referred her to my family and friends, and they speak very highly of her as well. She truly cares about her clients; she and her team are always very professional. It’s been a pleasure working with Gaea and look forward to many more years!

- Irma M.

"In addition to having a plan, she brings such a fine quality of comfort and care with it."

"I have known Gaea Verneris for many years and have watched her life change and grow. Gaea has always been driven by an inner desire to be creative, knowledgeable, of service, and personally successful. It’s my good fortune to have stayed in the vicinity of that growth, which now serves me and my wife so satisfactorily. As our financial advisor, Gaea provides us with uncompromising service. When we communicate with her we know she will be full of ideas to help us enhance the strength of our portfolio. But, in addition to having a plan, she brings such a fine quality of comfort and care with it. I suppose the real quality I admire in her is that she inspires trust. We all know professionals we are willing to work with, but they don’t all project the sense of loyalty and trust that Gaea does. In this world, I can’t think of a more important value. We recommend her without hesitation to friends who want an advisor with a long history of growth and maturity, want an advisor who is responsive and fully engaged, want an advisor with a team of experienced coworkers, and who want a diversified portfolio. I suspect we’ll be clients and friends forever.

- Paul and Laurel N.

"The big plus, I get a wonderful visit filled with her positive energy at every meeting!"

"I have known Gaea since she was a young girl. When my previous financial advisor was going to be turning me over to a new agent, I heard that Gaea was working in this field and decided to give her a try. I am so glad I made that choice, that has been over 10 years ago now. Gaea has been a great helping me through every financial change with ease. I feel completely confident in her abilities, and appreciate and rely on her advice which is a comfort to me. The big plus, I get a wonderful visit filled with her positive energy at every meeting!"

- Shirley W.

"She gives us sound advice that has taken the worry out of our financial plans and have allowed us to retire with a lot more confidence, even in these uncertain times. You will be glad that you trusted Gaea with your financial planning needs."

"When my wife retired a few years ago she decided to use Gaea's services. I had no idea what financial planning was, but when I  saw what  Gaea's expertise could do I decided to use her services when I retired.  Her knowledge of the markets and Wall Street in general along with the patience she has when it comes to explaining our concerns helped us to understand what it truly means to 'manage' our money. She gives us sound advice that has taken the worry out of our financial plans and have allowed us to retire with a lot more confidence, even in these uncertain times. You will be glad that you trusted Gaea with your financial planning needs."

- Montry C.

"She is so pleasant and we often share events and details of our lives, other than just my financial planning and portfolios, which gives our relationship a wonderful completeness."

"Gaea came to me as a trusted referral almost 8 years ago. I was not specifically looking for an advisor, but decided after meeting with her, to move forward with her planning and advice. I have followed her when she moved office from Carpinteria to Ventura, and when she opened her own firm, Legacy One Financial. I have also referred two family members, who now work with her as well, and several acquaintances over the years. Gaea is very easy to talk to and contact. She has great support staff. They are all always responsive, which is critical when it comes to managing one’s money! Gaea’s skillset is knowledgeable, as is that of her team. She is always prepared for our calls or meetings and great at explaining things, even if I require multiple repeats (which I often do). This is so comforting for me, in knowing my portfolio is well taken care of. She is so pleasant and we often share events and details of our lives, other than just my financial planning and portfolios, which gives our relationship a wonderful completeness."

- Heather B.

"Her friendliness and ability to radiate positivity, yet professionalism, in every situation, is a refreshing character trait to come across in a financial advisor."

"For over 10 years, Gaea has been an outstanding partner in helping me manage and grow my investments and plan for retirement. She devotes her time into learning about investments and to explain to me why something may or may not fit into my portfolio. I never feel pushed or "sold" because she cares about her clients personally and always provides adequate data and information to support each selection.

She has helped me to diversify my portfolio and to feel comfortable with investing in new ways to support short-term needs and long-term life planning as well. In addition to investment selection and advice, she has helped me with financial planning, alternative retirement solutions and life insurance for my family. Last but not least, her friendliness and ability to radiate positivity, yet professionalism, in every situation, is a refreshing character trait to come across in a financial advisor. I highly recommend Gaea Verneris, you would be lucky to get to know her and work with her!"

- Molly O.

"She is very intelligent, diligent and meticulous in her work which really helps me get the best investment profile for my age, my long-term goals and my financial position."

"I am so glad I decided to have Gaea Verneris as my financial advisor. I thought was happy with the advisor I had before I met Gaea. He was a very intelligent and nice man. However, due to his tremendous work load, he wasn’t always able to communicate with me on a regular basis. When I met Gaea, she told me that she kept up with her clients on a regular basis or more if needed. After about a year, during which time Gaea helped me obtain awesome long term health care insurance, I moved my investments over to Gaea and LPL. I am so very happy I did. 

Since I have had Gaea as my financial advisor, I continually get educated about my investments and why they are good investments for me and how much dividends they yield and how they will continue to benefit me in the long run. She also will let me know if I need to get out of an investment and into a better one.

Gaea always keeps me advised throughout the year on how my investments are doing. She is very intelligent, diligent and meticulous in her work which really helps me get the best investment profile for my age, my long-term goals and my financial position. I am always kept apprised of online seminars that I can take part in however I never feel pushed to take part in the seminars. I also never feel pressured to invest in something that I don’t think is for me. Gaea is really great at advising and working with me. I always feel she has my best interests at heart."

- Debby J.

"We have strongly recommended her to our family and friends. With each referral she has graciously sent a thank you note and a gift if they became a client."

"After meeting and interviewing Gaea initially we were very impressed with her knowledge of the complicated field of finance, and that of investments. Her professional demeanor, generates competence and trust. She was also instrumental in introducing us to a long term insurance care plan about 10 years ago, which we have been very pleased with. It gives us some extra confidence looking towards the future.

We have strongly recommended her to our family and friends. With each referral she has graciously sent a thank you note and a gift if they became a client. Gaea always remembers special birthdays and holidays. She personally delivered homemade pumpkin pie’s this Christmas, which were delicious. Whenever we have a question and we contact her, she is always so friendly and caring and addresses our concerns in a timely manner."

 - John and Marge

"Gaea treated me with respect and listened carefully offering her knowledge, preparation, and experience. After a few years of working together I retired."

"Gaea Verneris became my financial planner thirteen years ago. I had made a small investment with the firm she came to serve after the prior advisor retired. She helped me plan for my retirement ambitions. Gaea treated me with respect and listened carefully offering her knowledge, preparation, and experience. After a few years of working together I retired. I decided to roll over my entire portfolio of investments to her. A process she made seem-less for me. When my daughter and her husband began thinking of retirement planning I suggested they talk to Gaea. They signed on with her. When their daughter graduated from college they suggested she call Gaea to discuss investing in stocks. She did and now Gaea is a part of our family. I have peace in how my contributions to my offspring, when I pass on, will be handled. All three of us followed Gaea when she left her last employer to join LPL. I had worked with four other financial planners before meeting Gaea. She has been by far the most hands on, competent provider for me. LPL seems to be a good fit for Gaea. The organization has an environment and work ethic where she can be her best self in service to others."

- Alice L.

"She cares deeply about me as a person, always asking about my personal well-being, life ambitions & goals, and more."

"Gaea has been my Financial Advisor now for over 10 years and our relationship has continued to grow and blossom over time. What I most appreciate about Gaea, is that over the years I have worked with her, I have become well informed and educated about my portfolio and the different choices available to me. She works with me on various types of retirement accounts, as well as my personal savings. Gaea does not only care about my money, but she cares deeply about me as a person, always asking about my personal well-being, life ambitions & goals, and more. I am grateful for her help and guidance and recommend her to all my friends!"

- Anna B.

"I always look forward to our appointments and at the end I feel excited for my future."

"I’ve been working with Gaea for about 10 years, and I feel totally relaxed and at peace with her managing my portfolio. Working with Gaea and her expertise and vision , I feel I’m in a good position to ride out the storms of market volatility that may lie ahead. Getting to know Gaea has been very fun and organic, and she is so easy to connect with. I always look forward to our appointments and at the end I feel excited for my future. Thank you Gaea for all that you do."

- David T.

"Like a personal trainer, Gaea became my financial trainer."

"If you are looking for a financial advisor who truly cares about your success, and will work tirelessly to help you achieve your goals, look no further than Gaea Verneris. I started my small S‐Corp business in 2013 and working with Gaea has not only changed my life, but my children and their children’s children’s life. When I started with Gaea, I didn't even have a savings account. Like a personal trainer, Gaea became my financial trainer. She set up my owners 401(k) for my small business, set up a small life insurance policy for my husband and myself, which then grew to a bigger policy as we built our real estate portfolio and our wealth. Gaea set up our 529 college savings plan for my daughter when she was born as well as an amazing long term care policy. She meets with us throughout the year to balance our portfolio, talk to us about new investments and make sure we hit our financial goals. Thank you Gaea for always looking out for our best interest. We will be recommending you to everyone we care about."

- Phoebe W.

"The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan."

"Gaea is an excellent investment and retirement planner. We have been working with Gaea for almost 10 years and have been very happy with the process and results. The things that impress us the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Gaea pays to changes in our lives and the impact they may have on the plan. Working with Gaea has been a wise decision and we trust her wholeheartedly to have our best interests at heart. Her wealth of knowledge has helped grow our portfolio. She has also been a great resource and consultant for us on a variety of other investment opportunities. One of the great things about Gaea is she truly wants to see her clients fulfill their financial dreams. It's been a pleasure working with Gaea and we look forward to many more prosperous years of growth."

- Rick and Nanci C.

"Having a compassionate financial advisor made all the necessary financial transactions a bit easier at a difficult time."

"When I moved to Ventura I wanted to find a new financial advisor who would not only be knowledgeable, but also accessible. Gaea Verneris has met both those requirements beyond my expectations. She is always available to answer or research my questions about investments. Her personable approach not only makes for an easy relationship, but allows her to know more about what her clients’ needs and expectations are, now and for the future. I am retired and recently widowed. That made for many changes in life, and having a compassionate financial advisor made all the necessary financial transactions a bit easier at a difficult time. I feel confident that Gaea not only understands my finances well, but is also is alert to managing them to assure my future security. Recently she suggested an annuity to meet some of my current and future needs. She took as much time as was needed to answer my many questions before I could decide to go forward with the investment. In short, I have never before had a financial advisor who took the time to explain products and management opportunities. I have appreciated her transparency in explaining fees, and her reasoning behind investment suggestions. I these uncertain times, I am grateful to have Gaea on my side."

- Marilyn T.

"No matter what the market is doing, I feel confident that Gaea is managing my financial future with care, no differently than she would manage her own future."

"I have known Gaea for over 10 years. We met while walking a local neighborhood back in 2010, I was campaigning for a friend and Gaea was starting her business. At the time I was not looking for a new financial advisor, but I was drawn to her friendliness so we exchanged contact info. She would check in with me every once in a while, and what impressed me most was that she was never pushy but rather was genuinely interested in me as a person and would ask about my life and how I was doing. I had worked with multiple financial planners in the past and I found Gaea’s personality and demeanor to be very refreshing. I finally decided to move all of my accounts to Gaea, and now I know it was the best financial move I’ve ever made. The first thing I noticed was the outstanding level of personal attention I got from Gaea and her team. There is always someone available whenever I have a question or need help, no matter what the ask is. One time I was lost while trying to find an event that Gaea was hosting for her clients. I called the office, knowing they were all at the event, yet someone answered and gave me directions - you won’t get that level of personal attention from most financial firms! Gaea’s professional experience is outstanding. She is always looking for ways to grow and educate herself, which in turn benefits me as her client. She researches multiple products to come up with just the right fit for me. She is extremely intelligent yet has the ability to clearly explain all the products, along with the reason why one might work better for me than another. I have never felt pressured into making any decision, in fact she encourages mutual decision-making. I love the fact that I never have to worry about my investments. No matter what the market is doing, I feel confident that Gaea is managing my financial future with care, no differently than she would manage her own future. I recently retired and although I could have left my pension with my employer, I chose to roll it over for Gaea to manage instead. She is now helping me plan my retirement, which is not something I would entrust to just anyone!"

- Diane L.

"Above all, with her guidance and knowledge, we’ve been able to build my portfolio and expand it beyond my expectations."

"I have been working with Gaea for over 6 years now and I am so grateful I found her. Not only is she and her team professional and wonderful to work with but she is always on the forefront of what’s going on in the market. She is always prepared and ready to guide me in the right direction while also keeping my priorities in mind.

Gaea and her team are always responsive and accessible when the market shifts or when I’m ready to implement new ideas into my portfolio. Above all, with her guidance and knowledge, we’ve been able to build my portfolio and expand it beyond my expectations.

I am truly grateful for our relationship and continue to refer her and her team, every chance I get. I would not trust my money with anyone else, and I’m excited to continue to grow it together."

- Antoinette F.

These statements are testimonials by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

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