Meet our team.

Afsha started her own independent wealth practice after more than a decade in finance, driven by one belief: money is about the lives behind it. Today she leads WealthVerse and the team of advisors she built.

Jairus leads financial planning at WealthVerse, guiding the strategy, the recommendations and every planning meeting. The approach is simple: meet clients where they are at.

Regine runs client operations at WealthVerse, from onboarding and scheduling to documents and account servicing, so your plan keeps moving between meetings.

Aiman is part of the WealthVerse Investments team, supporting the portfolio work that puts each client’s plan into action.

Umber leads marketing at WealthVerse, sharing the firm’s insights and education so more people can get financial advice that fits their life.

Juan keeps WealthVerse running behind the scenes, from client proposals to the systems and processes that keep the work moving.