Veronica J. Rodgers is a financial educator and advisor with over 20 years of experience within the financial services industry. Passionate about adding value to her clients’ daily lives, Veronica takes a holistic approach to wealth management, guiding her clients through planning strategies that best suit their individual needs. She coordinates all accessible resources to provide comprehensive financial planning in order to make sure each financial goal receives the attention that it deserves.

Veronica graduated magna cum laude from North Carolina Agricultural and Technical State University with a Bachelor of Science degree in Business Administration with a concentration in Management. She holds her FINRA Series 6, 7, 63 and 65 licenses along with her Life, Health & Annuities insurance licenses. She has also proudly obtained the Chartered Retirement Planning Counselor (CRPC®) and Certification in Long-Term Care (CLTC®) designations.

Veronica resides in Richmond, VA with her husband, Rashad and daughters, Morgan and Micah. She is an avid traveler and has visited many countries around the world. When she’s not traveling, Veronica enjoys spending time with family & friends and any activity involving Caribbean dance.

Veronica J. Rodgers, CRPC® CLTC®