Veronica has been helping wealthy families, nonprofits, and professional services firms with their financial needs for more than 20 years. Her primary objective is protecting and growing their wealth through effective estate and wealth planning, investment management, lending, and banking.
She finds joy in positively impacting her clients' lives and the clients served by her team. As the Regional Market Leader for the California and Nevada markets, she also supports and guides private bankers and wealth strategists with their work.
Veronica earned her bachelor’s degree in business administration, with emphases in international business, marketing, and management, from the University of San Diego.
She is a native San Diegan and very active in her community. She served on the board of the San Diego Center for Children for six years and now sits on the Advisory Committee. She is also a member of the San Diego Hispanic Chamber of Commerce.
Veronica maintains the following active professional licenses: NASD Series 7 and 66, California Accident & Health or Sickness, Casualty, Life, Property, and Variable Life and Variable Annuity insurance licenses. CA Insurance License 0G74260.