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.