Veronica joined Rockefeller Capital Management in February 2022 from Merrill Lynch Wealth Management. As the team’s Chief Planner, she works diligently to gain a complete understanding of her client’s unique concerns and priorities. Her focus is on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short and long-term financial goals.
Veronica is a CERTIFIED FINANCIAL PLANNER™ certificant. She earned an MBA in Financial Planning from California Lutheran University. Outside of work, Veronica spends her time volunteering on the board of the Financial Planning Association. Veronica holds Series 7 and 66 FINRA registrations, along with Life Insurance, Long-Term Care Insurance, and Annuity Licenses. Veronica lives in La Jolla, California and enjoys boating, paddle boarding, discovering new music, and sculpt yoga.