Veronica Cabral’s Path to Becoming a CFP® and Lead Advisor
Veronica Cabral, CFP® has been with our company since its early days in 2016, growing alongside the firm and making an impact at every stage of her career. From starting as a Client Service Associate to serving as Director of Operations and Chief Compliance Officer, Veronica’s dedication has been unwavering. Now, she’s taking another exciting step forward—having recently passed her CFP® exam and assuming the role of Lead Advisor.
We are thrilled to celebrate this major milestone in her career and the expertise she brings to our clients. If you missed her original “Meet the Team” post, you can check it out here.
In this interview, we dive deeper into Veronica’s new role and her vision as a Lead Advisor. Enjoy!
You’ve been with the company since 2016, starting as a Client Service Associate. How has your journey shaped your approach to financial advising?
Getting to join Warren Street so early in my career and going through so many different roles, I’ve been able to get a deeper understanding of each part of our process which has given me a really strong foundation now that I get to work with clients directly on their financial plans.
What inspired you to pursue the CFP® certification, and how do you think it will impact your work with clients?
I’ve always felt that working with clients directly and getting to build strong relationships was what I was most passionate about. When the opportunity came up for me to become an advisor, pursuing the CFP® was something I knew would be the right next move. Not only preparing for the exam, but going through the Personal Financial Planning Certificate Program at UCLA Extension gave me a really good understanding of each facet of the financial planning process. Ultimately, knowing that it would make me a better financial planner for our clients is what motivated me and I think the knowledge I got through the program and exam will help me be the best advisor I can be for our clients.
What excites you most about stepping into the Lead Advisor role, and how do you envision this next chapter of your career?
What excites me the most about my new role is getting to know our clients on a deeper level and helping them meet their financial goals. It’s really rewarding seeing our clients meet their goals and helping them check off really important things off their list.
You also run the Instagram page @veemakescents, where you share financial tips and insights. What are your goals with this platform?
I started @veemakescents almost 8 years ago with the goal of helping young women understand money more. I grew the platform to over 50,000 followers across different channels and then life got really busy. Between navigating a global pandemic, getting married, buying our first home, welcoming our son into the world, and then going back to school to pursue the CFP® , I took a step back from the platform. I hope to get back to posting soon, especially now that I have more in depth knowledge on financial planning. My goal still remains the same – to empower young women to take control over their finances.
As a bilingual advisor, how has being fluent in Spanish helped you build relationships with clients?
Speaking two languages is a gift especially when it comes to my career. Ever since I worked at a bank as a teller in college, speaking Spanish opened opportunities for me and allowed me to help more clients. Speaking Spanish allows me to help a diverse set of clients and the most important thing is allowing me to build trust with them. Language barriers can make things difficult especially when it comes to finances and I love that I get to help these clients navigate something so important.
What advice would you give to others preparing for the CFP® exam to earn their certification?
—
Once again, congratulations to Veronica on this incredible achievement. We’re proud to have her leading the way and can’t wait to see the positive impact she’ll continue to make for our clients and our firm.
Jennifer Battles
Director of Operations, Warren Street Wealth Advisors
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
The information presented here represents opinions and is not meant as personal or actionable advice to any individual, corporation, or other entity. Any investments discussed carry unique risks and should be carefully considered and reviewed by you and your financial professional. Nothing in this document is a solicitation to buy or sell any securities, or an attempt to furnish personal investment advice. Warren Street Wealth Advisors may own securities referenced in this document. Due to the static nature of content, securities held may change over time and current trades may be contrary to outdated publications. Form ADV available upon request 714-876-6200.
