Veronica has been helping wealthy families, nonprofits and professional services firms with their financial needs for nearly 25 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, Arizona 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 serves on the board of the San Diego Center for Children and now sits on the Advisory Committee.
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.
