Veronica Aguirre has been serving the financial needs of individuals and their families for more than 25 years. While focusing on developing long-term relationships with her clients to gain a true understanding of their goals, Veronica believes the most successful wealth management strategies look at the big picture and adapt as conditions change over a client’s lifecycle. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Veronica will be with you every step of the way offering sound advice and customized financial solutions created specifically for you to help maximize the potential of meeting your goals.
As a Financial Advisor at Consilium Wealth Partners of Raymond James, Veronica works diligently to help you develop both your personalized financial plan and a detailed investment strategy. Veronica’s planning-based approach is designed to enhance and preserve your investments, while assisting you in realizing your goals through tailored long-term financial strategies using investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, education funding, and more. Veronica provides a comprehensive, strategy-focused approach, delivered with personal attention and a commitment to your best interest.
Veronica obtained a Bachelor of Business Administration, Financial Planning degree and earned her CERTIFIED FINANCIAL PLANNER™ certification from the University of Arkansas Grantham. Prior to joining Raymond James in 2020, Veronica worked for Smith Barney Citigroup, Morgan Stanley, and UBS Financial Services over the past 25 years. Her financial industry licenses include the Series 7, 65, 31 and California Insurance. Veronica is also fluent in English and Spanish.
A native of Los Angeles, CA, Veronica currently resides in the San Fernando Valley. Giving back is a priority for Veronica. She has volunteered at Habitat for Humanity, Los Angeles Mission, God’s Pantry, and participated in school community projects through LA Works. She also supports Cards for Hospitalized Kids, various breast cancer organizations, Mater Dolorosa, and has donated her hair to Locks of Love, Beautiful Lengths, and Wigs for Kids for the past 15 years. In her free time, Veronica enjoys running, hiking, gardening, listening to music, and spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.