MEET Veronica
Veronica is a Director of Client Relations and Education Specialist for WIA. Ms. Taylor holds her Series 7 registration and C(k)P. In 2016, 2019, 2020 and 2022 she was recognized by NAPA (National Association of Retirement Plan Advisors) as one of the nation’s top women Advisors. She was also recognized as WIA’s Top Relationship Manager in 2017. Veronica holds her Series 7 and is pursuing her Series 65 and CIMA certifications.
Veronica joined the team in 2010 after graduating from Sonoma State University with a dual Bachelor of Arts degree in Economics and Global Studies with an emphasis in International Economic Development. As a student of SSU, she was a member of the Gamma Phi Beta Sorority, sat on the board of Alliance for the Study of Genocide, and spent a year abroad at the University of Heidelberg studying Political Economy.
Veronica lives in Oakland, California with her husband their young son, their dog Charlie, and three cats Sasha, Billie and Tre. She has two life goals, the first to visit every country in the world and the second to visit every major league ballpark. Veronica and her husband are avid Oakland A’s fans. In her free time she enjoys hiking in the redwood forests, indoor cycling and expanding her culinary skills as an ammature home chef.
The National Association of Plan Advisors, a branch of the American Retirement Association, has put out a list of women advisors who are making significant contributions to a male-dominated profession. The list includes 3 categories of advisors, all chosen based on qualitative and quantitative responses related to their retirement plan practice and their experience throughout their career in the industry.
The three categories include:
Captains: All-stars who happen to be principals, owners, or team captains of their organizations.
All-Stars: Top producers who have their own practice.
Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).