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Gerald provides financial concierge service to business owners and key executives.

Gerald provides financial concierge service to business owners and key executives.

Now well into its fourth decade, Gerald's financial services and planning practice continues to flourish. He credits its
enduring success to his dedication to cultivating lasting relationships with clients. "For me, success is defined by
providing advice and service that go above and beyond expectations, empowering clients to confidently reach their
financial and personal goals," Gerald explains.


As a Founding Partner of Veritas Financial, he leads a firm dedicated to serving a broad spectrum of client needs,
including wealth management, financial planning, insurance, and executive benefits. "Our mission is to help clients
gain a clear understanding of what matters most to them, empowering them to live the life they envision while
effectively managing risks. Financial mastery is a continuous journey, and we are deeply committed to supporting
clients at every stage of their financial lives," he emphasizes.

Thanks to his collaborative approach, clients benefit from a holistic strategy made possible through his partnerships
with other specialists in the industry. They also gain from Gerald’s extensive knowledge in risk management and his
dedicated focus on addressing their unique needs. "I assist my clients in tackling the financial challenges they know
require attention but may lack the time or inclination to address. These synergies truly serve our clients," Gerald
shares.


A core focus of Gerald’s practice is working with innovative business owners, which inspired him to co-found The
Velocity Coaching Program. As Certified Exit Planning Advisor (CEPA) and Certified Business Family Business
Specialist (CFBS) Gerald is uniquely equipped to provide value acceleration, continuity and succession planning for
closely held and family owned businesses.


Gerald received a bachelor’s degree in economics from Radford University. He is a member of the National
Association of Insurance and Financial Advisors, and the Greater Washington Society of Financial Service
Professionals. He was President of the Mass Mutual Advisors Association, which is a network of 9,000 advisors.
Along with the CEPA and CFBS designations, Gerald has earned the Chartered Financial Consultant (ChFC®),
Chartered Life Underwriter (CLU®), and Certified Long Term Care Specialist (CLTC) from The American College in
Bryn Mawr, PA.


Beyond his professional life, Gerald and his wife, Michele, embrace their newfound role as empty nesters by
traveling extensively and cherishing time with family. Passionate about sports, Gerald enjoys attending various
sporting events. The couple resides in Lansdowne, Virginia, where they have been deeply involved in their
community. Gerald has particularly valued the years he spent coaching his son’s and daughter’s sports teams,
leaving a lasting impact on young athletes.

Gerald can be reached by phone at 703-729-0655 or via e-mail at gjradican@vfwealth.com.