Veronica De La Rosa is the founder and owner of Bluestone Wealth Management and is supported by the resources of LPL Financial NYSE: LPLA.
Her vision for starting Bluestone Wealth Management was to establish an independent firm that would solely focus on her clients and their financial objectives. As a result, her practice offers objective advice and is not beholden to any organization, investment company or products. Her commitment is reflected through personalized service and added value she brings to each of her clients.
Early in her career, Veronica identified the importance of guiding her clients through the complexities of the interrelated areas of wealth management including financial planning, estate planning, debt management, business succession and risk management. Thus, when guiding her clients she employs a comprehensive investment process designed to quantifiably add value to each and every client beyond their investment returns.
Veronica earned a B.B.A degree in Finance from The University of Texas Pan American. She currently holds Series 7, Series 63, with LPL Financial, and Life and Health insurance licenses.
When Veronica is not working, she enjoys spending time with her family, dining out with friends, reading and traveling.