Held at the Poinsettia Pavillion • 3451 Foothill Rd, Ventura CA 93003 • Laurie@TheLadiesLuncheon.com
Veronica L. Arellano, AAMS®
Edward Jones Investments
Veronica is deeply committed to helping people reach their financial goals. She engages with clients to help them reach their financial goals and maintain optimal lifestyles. From establishing business retirement plans, working with individuals to optimize their retirement planning, funding for college, to protecting and planning for the next generation, she takes a holistic approach to her client's financial world.
As an advocate for women, she works with women in transition and young professionals, addressing their needs and developing strategies for the every phase of their life. She is a confident and trusted financial advisor to all she clients creating a streamlined, successful team along with each client's CPA and attorney.
She gains great satisfaction in seeing clients achieve their lifelong goals as a result of their work together.
She takes the time to learn what is most important to each of her clients, uses her established process to create and implement a personalized strategy and partner together with her clients throughout each step of the way.
She has worked in the financial services industry for 11 years. She holds a bachelor's degree in finance from California State University, and an Accredited Asset Management Specialist certification from the College of Financial Planning. She is continuously working on improving herself and her practice.
Her branch office administrator, Maria, has over 30 years of experience and helps to ensure that we far exceed in value what you will ever pay us in a fee. person and believe in the inherent potential of every individual.
1891 Goodyear Avenue, Suite 613
Ventura, CA 93003