Legacy One Financial - Gaea D Verneris - Ventura, California

Lauren Crane

Gaea’s approach is refreshingly soul-aligned, reflecting a genuine commitment to her clients’ well-being and success. She takes the time to understand your unique needs and goals, offering insights that are both practical and deeply aligned with your personal values.

It’s clear that she genuinely wants the best for those she serves, and her personalized, attentive service makes working with her a standout experience. I’ve been a very happy customer and thrilled with how my portfolio has been doing. If you’re looking for a financial advisor who combines professional excellence with heartfelt dedication, Gaea is the one to trust.

Shirley Wilson

"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.

Bill B

I’ve known Gaea for over a decade now . I met her through my parents as she was their financial advisor. She also worked with one of my sisters and her husband. Our family advisor! I figured if they put their trust in her, I would as well. We’ve been happy with her and followed her when she came to LPL financial in 2019 .Over the years she’s always proven to be caring, knowledgeable, and effective. Thanks Gaea !

Nanci Coulter

"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."

Laurel Grindy

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 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.

Anna

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.

Marc Breault

I knew Gaea personally for several years before she became my financial advisor, but that is not why I selected her. Having someone guide and help manage your financial security is a big decision and it is no more crucial for me personally now that I have chosen to do strictly volunteer work. That means, what I do have really needs to work for me and be managed properly. The years of knowing Gaea I’ve never seen anyone take their job and clients as seriously as she does. She has a tremendous work ethic and always seeks to learn more. She also really respects and cares for her clients. It is not just a job to her. That is why I selected her to be my financial advisor. When reviewing my portfolio, Gaea is always honest and patient with me in explaining terms and ideas. I really appreciate her as my professional advisor.

Marge Soper

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.