Vickie’s mantra has been “she does financial planning with a heart”. She has been in the financial services industry since 1993. Her passion for this business started at T.Rowe Price & Associates. She has worked for major firms like Union Bank, AXA Advisors and LPL Financial. At L.R.A. Insurance and Financial Services she is reconnecting with her friend, Leon Rousso, who was Vickie’s first mentor in the “business” when they collaborated together at AXA Advisors. Vickie brings to the firm an extensive experience in 401(k) education and retirement planning. She earned her designations as a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® so that she could advise her clients on how to reach a successful retirement. Vickie takes pride in knowing she is one of the few female, Spanish speaking professionals in the country with her experience.
Vickie has a Bachelors Degree in Finance and earned her Certificate in Personal Financial Planning at UCLA Extension. She is a member of the CFP® Mentorship Program which focuses on addressing the gender gap in financial services.
Vickie enjoys hiking, paddle boarding, wine tasting and international traveling.