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Veronica Rubio,
CFP®

Regional Vice President

Veronica began her financial services career over 15 years ago. Prior to joining Mercer Advisors, Veronica served as a Financial Consultant at Charles Schwab, where she provided comprehensive financial planning and investment guidance for high-net-worth families and entities. She also has an extensive Banking and Lending background, as her last role was as VP, Regional Banking Manager for Schwab Bank. Her focus was partnering with Investment Advisors and their clients to facilitate the implementation of a holistic financial plan. Veronica also has experience with Fidelity as an Account Executive where she helped many clients craft their unique retirement plan that included sophisticated income strategies, and asset protection solutions. Veronica lives in Marin county with her daughter, on her free time she enjoys cycling and hiking.

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