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Meet Veronica

Veronica Hoy,  CRPC™
Chief Operating Officer

Veronica is a seasoned professional with an entrepreneurial drive, leadership skills, and technical expertise. She has a diverse background and extensive experience with which she draws upon in her work. Prior to pursuing a career in the financial services industry over a decade ago, Veronica held increasingly responsible positions and worked as an Executive Leader for over 15 years. She traveled throughout the United States and was responsible for managing all aspects of services, staffing, and consulting companies and was involved with mergers, acquisitions, divestitures, and start-ups.

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Veronica has been in the financial services industry for over 10 years and most recently worked at Bank of America, Merrill Lynch, and Morgan Stanley. She has spent the last 10 years working in Westlake Village, providing financial advice and guidance to clients. Veronica completed her Series 7, 66, and Life and Variable Annuity Licenses in 2013 and received a Chartered Retirement Planning Counselor (CRPC) designation in 2015. She has a master’s degree and a Bachelor of Science degree from the University of California San Diego (UCSD).

Veronica grew up in Rhode Island and moved to California when she was a teenager. She is happily married and presently resides in Thousand Oaks, California with her husband and two sons. When not working, you can find Veronica spending time with family and friends, golfing, reading, or exercising.

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