Bachelors Degree, California State University of Chico
Veronica is not only a dedicated wife and mother, but also a prominent figure in the financial industry with over 20 years of experience in banking and investments. As an alumna of California State University Chico, Veronica is committed to building lifelong relationships with Zion Capital’s clients and delivering individualized services tailored to their unique needs and objectives.
Beyond her professional accomplishments, Veronica has a wide range of interests and hobbies. She enjoys exploring nature through hiking and gardening, practicing meditation and yoga, and conducting science experiments and engineering projects with her son Sebastian. Veronica and her family also love going on adventures, playing outside, riding bikes, and have recently become enthusiasts of Stand-Up Paddleboarding due to their love of water.
At Zion Capital, Veronica plays a crucial role as both our Paraplanner and our Client Relationship Manager. Her expertise in gathering and analyzing financial information, coupled with her proficiency in using our retirement planning software, allows her to create tailored plans that align with our clients' goals and priorities. Veronica's oversight of action items and collaboration with our advisors in conjunction with her commitment to providing our clients with a seamless and comprehensive experience, ensures a high level of service that we believe is unparalleled.