Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
References
Timeline
Generic

Veronica Aaron

Dana Point,CA

Summary

Meticulous Wealth Manager and Practice Owner with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Wealth Management Advisor

Self Employed Householder Group
Brea, CA
04.2001 - 12.2024
  • Developed customized strategies for wealth management, asset allocation, portfolio diversification, and risk management.
  • Conducted research and analysis of investment opportunities in order to recommend the most suitable investments to clients.
  • Monitored market conditions and identified potential opportunities for clients' portfolios.
  • Advised clients on retirement planning, tax optimization strategies, estate planning, insurance coverage, education funding options.
  • Provided financial advice to clients based on their individual needs and goals.

OC Practice Owner

Householder Group /LPL Financial
Brea/Orange, CA
04.2001 - 12.2024
  • Managed daily operations of business, including hiring and training staff.
  • Developed strategic plans to increase profitability and efficiency.
  • Identified new opportunities for growth, expansion, and diversification.
  • Created marketing campaigns to attract new customers.
  • Oversaw budgeting and financial management.
  • Maintained relationships with existing clients by providing superior customer service.
  • Provided direction and guidance to employees.
  • Conducted performance reviews for employees on a regular basis.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
  • Developed and implemented successful sales strategies to meet business goals.

Education

Bachelor of Arts - Communications

California State University - Los Angeles
Los Angeles, CA
12-1994

Skills

  • Retirement Planning
  • Portfolio Management
  • Debt Management
  • Estate Planning
  • Financial Planning
  • Asset Allocation
  • Tax Planning
  • Cash Flow Management
  • Funding Education
  • Advising on Investments
  • Client Relations
  • Relationship Building and Management

Certification

  • Series 7
  • Series 24
  • Life and Health
  • Certified Estate Planner
  • Certified Income Specialist

Accomplishments

  • Five Star Award recipient since 2011
  • Featured Forbes Magazine
  • CNBC Power Lunch Guest
  • The Top Producer for Householder Group Estate and Retirement Planning for over 10 years.
  • Bakers Dozen Advisor in 2008 at AIG Financial Advisors
  • Presidents Club recipient for LPL Financial Advisor 2014- 2023

References

References available upon request.

Timeline

Wealth Management Advisor

Self Employed Householder Group
04.2001 - 12.2024

OC Practice Owner

Householder Group /LPL Financial
04.2001 - 12.2024

Bachelor of Arts - Communications

California State University - Los Angeles

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Veronica Aaron