Client Service Associate
San Jose State University, B.S. Nutrition Science
JFK University, M.A. Holistic Nutrition and Health Education
Veronica Wimer is a client services associate at EP Wealth Advisors and truly enjoys delivering the highest level of customer service and a seamless client experience. Prior to joining EP Wealth, Veronica spent some time in the nonprofit world after working for many years the financial services industry in client management and customer support. She worked for Charles Schwab and Bank of America Premier Banking and Investments in Walnut Creek, California and also worked as a Registered Account Manager for a small RIA firm in Lafayette. As a San Francisco Bay Area native, she is passionate about health, wellness and holistic nutrition. She loves exploring the endless supply of East Bay Regional trails with her Pug-Chihuahua, Savanna.