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Orange County Five Star award winner


Veronica Aaron

Wealth Management Advisor
Householder Group Estate & Retirement Specialists
10 Pointe Dr Ste 100
Brea, CA 92821
Office: 714-529-2300

Professional Approach

Veronica Aaron has over 24 years of experience and specializes in developing and implementing retirement and estate planning, advanced tax planning techniques and estate taxes for her clients. She works with clientele who are currently planning for retirement to those already retired looking to preserve wealth and increase assets. She has the experience, education and vital tools to help her clients design and implement a strategic plan to pursue their individual financial goals. She holds her Series 24, 7, 63 with LPL Financial, and the Series 65 held with Householder Group Estate & Retirement Specialists and LPL Financial. She also holds her Health Insurance license in the state of California.

Veronica has been recognized as the #1 advisor in the nation by the Householder Group for “Excellence in Client Service" since 2009. She has been featured on CNBC Power Lunch, Market Watch and Investment News for her knowledge on investment strategies. Recognized as a top professional in the financial service industry, she received the Five Star Wealth Management award from 2013 – 2018.

A Southern California native, she graduated with honors from California State University – Long Beach with a bachelor’s degree in communications. Veronica lives in Orange County with her husband David and four beautiful children, Andrew, Joshua, Sammy and Cameron.

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Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial. CA Insurance License OB49927.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 2,469 Orange County area wealth managers were considered for the award; 187 (8 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,423 considered, 144 winners; 2017: 1,790 considered, 280 winners; 2016: 1,383 considered, 312 winners; 2015: 2010 considered, 351 winners; 2014: 3,489 considered, 302 winners; 2013: 2,293 considered, 415 winners; 2012: 1,760 considered, 255 winners.