Financial Services Advisor

Veronica Quintanilla

Ventura CA, 805-***-**** *********@*****.***

Professional Profile

Experienced professional with a background in social work, student advising, and financial services. Skilled in guiding individuals toward personal and financial goals through empathy, clear communication, and strategic planning. Brings a balanced approach that combines people-focused support with financial expertise to deliver meaningful results.

Bilingual English and Spanish

Work Experience

Life & Retirement Financial Advisor

Symmetry Financial Services, Ca 2024-current

Advised clients on life insurance, retirement, and investment options.

Conducted financial assessments and recommended tailored solutions.

Built lasting client relationships through trust and personalized guidance.

Ensured compliance with industry regulations and stayed updated on financial trends.

Hinchee Homes — Santa Barbara, CA

Social Worker / QIDP 2018 – 2023

Developed and managed individualized service plans to support client goals and independence.

Advocated for individuals with developmental disabilities and coordinated community resources.

Collaborated with interdisciplinary teams to ensure quality care and regulatory compliance.

Conducted client assessments, maintained documentation, and tracked progress.

Trained and supported staff to ensure consistent, person-centered service delivery.

Pacifica University — Santa Barbara, CA

Student Advisor 2013 – 2018

Advised students on academic programs, degree plans, and career pathways.

Recruited and guided prospective students through the admissions and enrollment process.

Monitored student progress and provided individualized academic support.

Partnered with faculty and staff to enhance student success, engagement, and retention.

Education

Bachelor of Psychology, Antioch University 2015

Skills

Client Advocacy & Case Management

Student Advising & Recruiting

Financial Planning & Retirement Solutions

Communication & Relationship Building

Team Collaboration & Compliance Documentation

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