Veronica Roshek

Wealth Advisor, Accredited Investment Fiduciary®, Retirement Income Certified Professional®

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Experience

Veronica has over 5 years of experience working in the financial services industry along with a lifetime of experience growing up as the daughter of a financial advisor. Prior to entering financial services, she began her professional career as a teacher and coach. Rooted in a passion for education, Veronica thrives on empowering business owners and individuals with tools to gain clarity and build direction for their financial picture. Finances don’t have to be intimidating, and by guiding a strategic relationship with individualized planning, Veronica helps simplify the complexities.

Veronica is an Accredited Investment Fiduciary (AIF) and brings experience working with businesses designing retirement plans to fit their unique needs and goals. No matter the size, industry, or stage of the business, she helps find the right strategies, including financial planning, methods to recruit, retain, and reward top talent, employee financial wellness education, and succession planning.

As a Retirement Income Certified Professional (RICP®), Veronica is not only knowledgeable in helping climb the mountain of planning for retirement but also scaling down it in retirement. Through all of life’s transitions, she inspires action to work towards financial goals and plan for the unexpected.

Education & Certifications

B.A. English and Secondary Education, Simpson College, Indianola, IA, 2012
Licensed to sell Life, Accident, Health, and Variable Insurance, 2017
Series 66 Exam, Registration held through LPL Financial, 2018
Series 7 Exam, Registration held through LPL Financial and IHT Wealth Management, 2018
Retirement Income Certified Professional (RICP®), 2021
Accredited Investment Fiduciary (AIF®), 2022

Professional & Civic Organizations

Florida West Coast Employee Benefits Council
Junior League of Sarasota
Sarasota Chamber of Commerce
Lakewood Ranch Business Alliance
Gulf Coast Builders Exchange