I hear time and time again from women who are not comfortable with the world financial planning, but who want to learn. Research shows that despite growth in income by women in recent years, many remain less confident in their finances than men. Sometimes women still leave the financial planning activities for their families to their spouse, but it’s so important for both men and women, husbands and wives, to be involved in the financial planning for their families. Men and women often think about long term life plans differently, and the most successful family financial plans incorporate both.
In today’s episode, I’m talking with Gaea Verneris, Financial Advisor and Owner of Legacy One Financial about how she approaches her clients to ensure the goals of her female clients are incorporated into their family’s financial plans, the process of getting to know her clients, and questions individuals can ask advisors to determine if they’re the right advisor for them.
We also learn what a 529 savings plan can be used for, which is an area of focus for many families as they explore how to best save for their child’s education.
About the Guest:
Gaea is a small-town girl, born and raised in the mountains of Twain Harte, CA. Always enjoying an outdoor adventure, she spent her summers climbing trees, bike riding, swimming and her winters on skis! She loves the mountains, however, her career brought her to Ventura County in 2006. After graduating from Sacramento State University with a degree in Digital Media, she embarked on her next journey and moved to sea. She started and grew the video department for Princess Cruises and lived on cruise ships on and off for the next six years. After setting up most of the fleet with video, the corporate office pulled her in to manage from shore in California. In 2009 she decided it was time for a career change and while doing some soul searching found Edward Jones. Never in her wildest dreams did she think that she would become a Financial Advisor, but she took a chance, got hired, passed her exams, opened an office in Carpinteria, CA and never looked back. She absolutely loves her career, and helping people realize their dreams is her passion. She believes financial planning involves more than the game of the stock market, and loves all of her clients and helping them pursue their goals.
With nine years of industry experience at Edward Jones behind her, she decided she wanted greater flexibility to offer different solutions that better catered to her client’s needs and risk. This led to the creation of Legacy One Financial. Gaea is passionate about providing an experience that helps her clients live happier and healthier lives! She is excited for the opportunity to partner with LPL Financial, one of the leading financial services companies and one of the largest independent broker/dealers in the nation. She is also in some aspect partnered with other large consulting firms under the LPL umbrella, with offices across California. These partnerships afford Legacy One the ability to offer the best array of products for her clients. She is excited for the opportunity to meet and work with new individuals with her company, Legacy One Financial.
Gaea and her husband Jay have an adorable 3-year-old girl named Bayzil, who keeps them on their toes and brings more joy to their world than they ever thought possible. As a family, they love to travel around the globe, see concerts and live music, go wine tasting, spend time with family and friends, give back to the community and live life to the fullest. Her own family life and time in this career has also taught her how to get her own financial well-being in check, and for that she is truly grateful. To learn more about Gaea and her work, visit:
About the Host:
Janice Scholl helps moms navigate the money and career transitions that come with the different stages of motherhood through her work as coach, speaker, workshop facilitator, and host of The Money, Career & Motherhood Podcast. Janice is passionate about helping mothers gain confidence and understanding about money, career & business topics as they relate to motherhood and family – the way many women actually think about money. Her key areas of focus to help mothers succeed are navigating maternity leave, career breaks & transitions, and values-based budgeting.
Sign up for a FREE 30-minute strategy session with Janice here.
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