Veronica Pine CFP, ChFC

Veronica Pine CFP, ChFC

Financial Planning Specialist

Responsible for supporting Eagle’s advisors with financial planning case development, coaching, and financial planning best practices. Veronica’s areas of expertise include estate and charitable planning, executive benefits, insurance, business, and retirement planning. Prior to joining Eagle Strategies in 2014, Veronica worked at UBS, Merrill Lynch, and was also a Wealth Advisor with USAA Wealth Management. Veronica has over 15 years of client-facing financial planning experience with high- and ultra-high-net-worth clients and the industry’s leading financial advisors. Veronica graduated from Siena College with a BS in Economics, is a CFP® and ChFC® charterholder, and is FINRA Series 7 and 66 licensed.