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Biography

Veronica is a Partner in our San Francisco Office. She oversees key partner and client relationship development across Northern California. Veronica possesses over 17 years of wealth management and financial services experience with an expertise in managing successful client relationships and business development.

Prior to joining Cerity Partners, Veronica was a Regional Vice President for a national Registered Investor Advisory Firm. In this role she partnered with investment consultants to help their high-net-worth clients achieve their financial goals. Previously, Veronica obtained experience in liquidity and credit as the Regional Banking Manager at Schwab Bank where she facilitated the implementation of a holistic financial plan that includes managing both sides of the balance sheet. Veronica began her career as a Financial Consultant for Charles Schwab and Fidelity Investments providing comprehensive financial planning, sophisticated income strategies, asset protection solutions and investment guidance for high-net-worth families and entities.

Education

  • Bachelor's degree in Finance from San Jose State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.