Mission Statement:
To partner with you and your family to help you discover and reach your vision of financial success by delivering exceptional advice, service, and planning.
“ ‘Verus’ means Truth in Latin, Earnest in Icelandic, and faithful in Slavik. These are the pillars we build every client relationship on.”
-Steve Bull, Managing Partner
Financial Planning Services
San Diego & Scottsdale
At Verus Capital Partners, we help retirees, families, and business owners simplify money decisions and plan with confidence. Our services include retirement income planning, investment management, tax-efficient strategies, and divorce financial analysis.
Real Professionals
Our team includes CFP® professionals and a CDFA® — bringing real-world expertise in retirement planning, tax-smart strategies, and financial guidance during life transitions such as divorce. With offices in San Diego and Scottsdale, we combine deep technical knowledge with a human approach that keeps planning simple, clear, and tailored to you.
What Is a Fiduciary Standard?
This is a fancy word meaning that we are legally bound to provide to recommendations and advice which are in your best interests. Sounds like common sense to us but you may be surprised to learn that some financial advisors are not held to this standard of conduct.