SCHEDULE A VIRTUAL COMPLIMENTARY CONSULTATION WITH VERONICA TODAY BY CLICKING HERE
Veronica Aaron, certified estate planner, CIS
Regional Vice President
CA Insurance License # 0B49927
Veronica Aaron has over 24 years of experience and has built her career upon a
foundation of exemplary client service. Veronica has been recognized as #1 advisor
in the nation with Householder Group for “Excellence in Client Service”* for eight
consecutive years. Veronica has been featured on CNBC Power Lunch, Market Watch
and Investment News for her knowledge on investment strategies. Veronica holds the
following securities registrations: Series 24, 7, 63 held with LPL Financial and 65 held
through Householder Group Estate and Retirement Specialists, LLC. She also holds her
Health Insurance license in the state of California.
Householder Group Estate and Retirement Specialists, LLC is an independent
full-service financial consulting firm dedicated to helping their clients build and
preserve their wealth and hard-earned assets. Our independence enables us to
establish working relationships with several industry leading financial service firms
and insurance providers whose products we leverage to create customized client
portfolios. We recommend only those products and services that can be tailored to
suit our client’s unique needs.
As a Regional Vice President for Householder Group Estate and Retirement Specialists,
a Registered Investment Advisory company, Veronica Aaron specializes and has a
passion for developing and implementing retirement and estate planning, advanced
tax planning techniques to help reduce income and estate taxes for her clients.
Working with clientele who are currently planning for retirement to those already
retired looking to preserve wealth and potentially increase assets, Veronica offers a
depth of knowledge in many of the critical areas of the financial landscape. She has
the experience, education and vital tools to help her clients design and implement a
strategic plan to pursue their individual financial goals. Veronica frequently conducts
educational events on a variety of financial topics at local universities. She is well
respected as a financial advisor and distribution specialist in both the Orange County
and Long Beach areas.
Veronica is a southern California native; she graduated with honors from California
State University Long Beach with a bachelor’s degree in Communications.
Veronica lives in Orange County with her husband David and four beautiful children,
Andrew, Joshua, Sammy, & Cameron. She enjoys volunteering at her children’s schools
and is a very active member of her church.
We don’t represent a group of investment products, we represent you.
Brea, CA Location:
10 Pointe Drive
Suite 100
Brea, CA 92821
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Orange, CA Location:
500 North State College Boulevard
Suite 1100
Orange, CA 92868
*By Appointment Only
CEP® - CERTIFIED ESTATE PLANNER.
The CEP® is a financial, legal or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP). A CEP® has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP.
Certified Income Specialist (CIS™).
The CIS is currently offered and recognized by the Institute of Business & Finance. As a prerequisite candidates must meet one of the following requirements: a bachelors degree or one year of financial services work experience. In order to obtain the designation, candidates must complete a Self-Study Program and an exam. In order to maintain this professional designation, an advisor must complete 30 hours of continuing education every two years.