- FINRA series 65 securities
- Financial Paraplanner Qualified Professional
- Accredited Investment Fiduciary
Education
Master of Health Science, MD in Odesa State Medical University, Ukraine
Core Energy Coaching and Energy Leadership in Institute for Professional Excellence in Coaching
Get To Know Veronika
I like to say I’ve lived a few lives before finding my calling in financial planning. I trained as a physician in Ukraine, ran a caregiving agency in the U.S., became a certified coach in emotional intelligence, and now I bring all those problem-solving skills to wealth management.
At Tomren Wealth Management, I connect the dots for clients—turning complicated situations into clear financial strategies. I hold the FPQP™ and AIF® designations, along with my Series 65 license, but what really sets me apart is curiosity, discipline, and a love for finding solutions that make life better.
Outside the office, you’ll find me running Spartan races, salsa dancing, puzzling over strategy games, or exploring the world with my daughter Viktoria.
Veronika Z. Carter is an Associate Financial Planner with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.