Since coming on board in May of 2016, Veronica has been instrumental in helping the development of Warren Street Wealth Advisors. With her background in operations and client service, she has created numerous systems and processes ensuring that every new client has a smooth and personalized experience when coming on board.
Alongside the new client process, Ms. Torres has worked hard to make sure that all households receive timely contact and attention. In a true example of putting the client first, Veronica lead the work behind our client satisfaction survey to make sure that all clients were happy and could give us insight on how to better serve them.
On top of all her operational work, she has attained her Series 65 license and is an Investment Advisor Representative in the state of California.
With all of that being said, Veronica has been promoted to Director of Operations for Warren Street Wealth Advisors, and we want to congratulate her on all her hard work.
As always, we want to thank our clients for placing their trust in us, and we are more excited than ever to help you reach your financial goals.