Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Taylor is a Certified Financial Planner® professional with experience in financial planning. Veronica is registered with Ellevest in New York and Texas. Veronica has a history of working with financial institutions including Hudson Fusion, Northstar Money, and Ellevest. Veronica provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Veronica is a dedicated professional who works with clients to develop a personalized financial plan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning workshops; 1:1 consulting
1
2
CA
05/01/2023 - Present
Ellevest (SAN FRANCISCO CA)
Active
Inactive
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