Veronica Aaron
Growth and Practice Consultant
- Role
- Growth and Practice Consultant at Wealth Enhancement
- Location
- Jasper, TN, US
- LinkedIn followers
- 500 followers
About Veronica Aaron
Veronica Aaron is a Certified Estate Planner and Certified Income Specialist with 30…
Experience
Growth and Practice Consultant
Nov 2024 — Present · Dana Point, CA, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group
Education
California State University-Long Beach
Bachelor's degree
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Financial Planning
- Strategic Planning
- Wealth
- Retirement Planning
- Retirement
- Pensions
- Certified Income Specialist ( Cis)
- Certified Estate Planner (Cep)
- Wealth Management
- Series 65
- Fixed Annuities
- Iras
- Estate Planning
- Investment Advisory
- Investment Strategies
- Income Protection
- Health Insurance Licenses
- Series 7
- Series 24
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