ABOUT

Veronica Osmonov, CFP®

Veronica Osmonov, CFP® has over two decades of experience in the financial services industry.  She began her career in New York with Prudential Securities working her way up to First Vice President and Group Project Manager.  She was responsible for real-time trade processing, purchases, sales and money market operations as well as the effective allocation and coordination of resources, training, project planning, and performance appraisals.   After leaving Prudential, Veronica relocated to California and started her own firm as an Investment Advisor and Business Development Consultant.  Her focus was on helping individuals and small businesses reach their retirement and financial goals.

Veronica received her BS in Computer Science from City University of New York.  She also holds a Professional Certification in Financial Risk Management from New York University and an Executive MBA from UCLA Anderson School of Management.  In 2009 she became a Certified Financial Planner (CFP).