Veronica Rodgers " How to Manage Wealth and Plan for your Future."

07/03/2024 37 min Temporada 3 Episodio 270

Listen "Veronica Rodgers " How to Manage Wealth and Plan for your Future.""

Episode Synopsis

Veronica J. Rodgers is the CEO & Founder of Carnelian Wealth Solutions, a private wealth management firm that empowers women to transform their financial picture with advice beyond investments. She 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.

Originally from Mechanicsville, VA, 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.
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Veronica Info:
Website: carnelianws.com
IG: @carnelianws
FB: Carnelian Wealth Solutions
LinkedIn: https://www.linkedin.com/in/veronicarodgers-cws/
Anthology: Financial Trendsetters: Revolutionizing the Role Women Play in Building Wealth (can be found on Amazon)