Veronica follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Her focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short- and long-term financial goals.Veronica is passionate about delivering excellent service and is a CERTIFIED FINANCIAL PLANNER™ certificant. She earned an MBA in Financial Planning from California Lutheran University. Additionally, she volunteers on the board of the Financial Planning Association. Veronica holds Series 7 and 66 FINRA registrations, along with Life Insurance, Long-Term Care Insurance and Annuity Licenses. She lives in La Jolla, CA. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP® Board's initial and ongoing certification requirements.*Merrill Life Agency's California License Number 0522776.Veronica Campanella is registered to do business in AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, WA, WY.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.