Veronica has been helping wealthy families, non-profits and professional service firms with their financial needs for over 17 years. Her primary objective is to protect and grow her client’s wealth through investment management, estate and wealth planning, lending and banking. What makes her truly passionate about this work is the joy that comes from positively impacting her client’s lives. They continuously inspire her with their own unique stories and aspirations and are dedicated to creating strategic and personalized solutions for whatever they throw her way.
For years, Veronica has called Kathy Gamez her right-hand woman. The partnership they’ve created has proven invaluable to their clients in Southern California. As a native San Diegan, Veronica is very active in her community. She serves on the board of the San Diego Center for Children and is also a member of the San Diego Hispanic Chamber of Commerce. When she’s not helping client’s, she loves to travel and explore with her husband and three kids.
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