Jairus Shulman
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Jairus Shulman

Head Advisor - Founder
QAFP

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.

Full Bio

As Head Advisor and one of the founders of WealthVerse, Jairus leads the firm’s Financial Planning division, from the first discovery conversation to the written roadmap and the ongoing planning relationship that follows.

Every plan starts with listening. Jairus takes the time to understand each client’s goals, values and life milestones, designs a strategy around them, and keeps adjusting it as life evolves. In Jairus’s words: “We meet our clients where they are at.”

Whether you are a first-time investor or planning the move from earning to drawing income, Jairus makes sure every recommendation supports the life you want.

Areas of expertise
  • Retirement and income planning
  • Pension and tax analysis
  • Estate and risk review
  • Financial roadmaps for individuals, couples and business owners
Outside the office

[Add a personal note: hobbies, family, what Jairus enjoys outside the office.]

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