Passion. Experience. Diligence.

Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to financial literacy. No industry jargon, just straight forward guidance that makes sense for your life. We make professional financial planning accessible to all individuals in different phases of their life. Our approach is transparent and thorough. We explain not just what we recommend, but why. You'll understand the purpose behind each investment choice and how our carefully designed guardrails protect and grow your wealth. We believe informed clients make better financial decisions and achieve stronger long-term results. Come talk to us. We are here to listen.

Vera Wealth is a registered investment advisory. We are an independent fee-only firm which means that we do not sell you anything other then great solid advice you can act on.

“You can’t save your way to long-term wealth - you must invest it.”

Meet Nancy

  • Nancy Listiawan CFP®

    Founder - Wealth Advisor

  • Nancy has been in the financial services industry for over 15 years. She works closely with individuals and families to design and implement customized financial plans that serve to protect and grow multigenerational wealth. She’s worked in both large and small investment institutions servicing ultra high net worth clients. She is proud to have been able to contribute to discussions that allow clients to walk away much more informed and confident in their decision making . We are committed to empowering underserved communities through comprehensive financial education while guiding all clients to understand and achieve their financial objectives.

    Nancy have given back to the community by offering pro-bono financial planning advice to various non-profit institutions including Savvy Ladies and AARP. She has also spent time with Center for Financial Empowerment in their Mad City Money workshops to help empower high school students on topics of financial literacy. She is married with two school age sons. If she’s not out in the baseball field or at a basketball court, she enjoys traveling the world or getting lost in a good book.

    As a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative with a Series 65 securities license, Nancy upholds the highest fiduciary standards, always putting her clients' interests first.

  • Fun Facts

    "What's the most unusual item on your desk and what's the story behind it?"

    Pigs! I collect pig figurines of all sorts. Pigs is my Chinese zodiac sign and symbolizes wealth, good fortune, and prosperity!

    "If your work life had a theme song, what would it be?"

    Whatever It Takes by Imagine Dragons

    "What's the weirdest food combination you secretly love?"

    Pistachio on pizza. Absolutely mind blowing. Try it.

    "If your life had a warning label, what would it say?"

    Warning: Views chaos as an organizational challenge

    "What's a random fact you know that surprises people at dinner parties?"

    I used to own a coffee bar and spent my mornings making latte art.

    “What is a favorite quote that you like to share?”

    “Happiness is when what you think, what you say, and what you do are in harmony.” Mahatma Gandhi