Veronica has been in the financial services industry since 2000.  She attended California State University of Long Beach with a major in Business Administration-Marketing.  With over 10 years of expertise in insurance planning she is responsible for preparing client proposals, recommendations, and financial planning analysis on the wealth accumulation side of our practice.  She oversees office operations and the marketing and development of our clientele; as well as identifies marketing opportunities for the team.

Veronica holds her General Securities License (Series 7), Series 6, Series 63, California Life & Health, Variable Insurance and Long Term Care Insurance Licenses. 

CA 0E11663

How can Veronica help you?

• Schedule meetings
• Client Concerns
• Comprehensive Planning
• Insurance Proposals
• Prepare Consolidated Client Reports

Peter joined Strategic Financial Group in 2000 as an Investment Operation/Trading Desk Manager and later on the Branch Office Compliance Officer.  He joined Kevin's team in 2006.  With over 10 years of investment expertise he oversees the entire wealth management practice. 

Peter holds his General Securities License (Series 7), Series 9, Series 10, Series 66,  as well as the California Life & Health, Variable Insurance and Long Term Care Licenses.

CA License: 0E23664

How can Peter help you?

• Account Management
• Portfolio Construction
• Investment Research
• Investment Trading
• Investment Operations
• Employer Sponsored Qualified Plans

Nic joined our team in 2009 after earning his Bachelor's degree in Business Administration-Finance from California State University of Fullerton. His primary responsibilities include account maintenance and operations for our investment related practice.

Nic holds his Series 6 and Series 63  License.

How can Nic help you?

• Open new accounts
• Process account transfers and IRA rollovers
• Provide account balances
• Expedite all change requests regarding your account
• Generate consolidated statement reports

Maya joined our team in 2010.  She earned her Bachelor's degree in Pscyhology from the University of California-San Diego.  She is responsible for client service and also coordinates our insurance underwriting.

How can Maya help you?

• Provide service to your insurance policies
• Provide billing information
• Expedite owner/beneficiary changes
• Process changes on your billing methods
• Faciliate premium payments and policy loans
• Process address changes
• Schedule insurance exams
• Complete and process applications