Ep 45: How to choose the right financial advisor for your family with Gaea Verneris
02/02/21 • 23 min
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:
https://www.facebook.com/gaea.verneris/
https://www.linkedin.com/in/gaeaverneris/
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.
Visit the M...
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:
https://www.facebook.com/gaea.verneris/
https://www.linkedin.com/in/gaeaverneris/
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.
Visit the M...
Previous Episode
Ep 44: Supporting new moms who pump at work with Dana Kirwin
As the #1 brand of breast pumps in the US, Medela is passionate about helping mothers achieve their personal breastfeeding goals. But the company is doing so much more than selling products to ensure moms’ success through its New Moms’ Healthy Returns program. Research shows that support structures for working mothers who pump to provide breast milk for their babies can make the difference between a mom staying in or leaving her career, and Medela has created a customizable set of benefits that employers can provide for working parents to ensure mothers who nurse receive the support they need to be successful both at work and at home.
Listen in as I talk with Dana Kirwin, leader of Medela’s New Moms’ Healthy Returns program, on how breastfeeding impacts a woman’s return to work, and the important steps both mother and employer can take to ensure her successful return.
In this episode, Dana referenced Mamava and its lactation accommodations by state list. Visit https://www.mamava.com/lactation-laws/ to learn more about accommodations in your location.
Gain resources and learn more about the New Moms Healthy Returns program here.
Sign up for the next Prepping Your Career for Baby: What to do Before, During & After Maternity Leave to Ensure a Successful Return to Work free webinar, brought to you by the Money, Career & Motherhood Podcast!
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Dana Kirwin leads New Moms’ Healthy Returns, Medela’s program designed to improve the return-to-work transition for new mothers. The customizable program works with the industry’s leading brands to provide employers with best-in-class solutions for breastfeeding products, dignified pumping spaces, and education and clinical resources for new parents.
As a working mom, Dana understands the challenges faced by employers and new parents during the return-to-work transition. She is passionate about helping employers better understand how they can attract, retain, and engage the valuable segment of working parents in their employee population.
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.
Visit the Money, Career, & Motherhood website, Facebook page, Facebook group, or on Instagram.
Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
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Next Episode
Ep 46: Getting your legal ducks in a row for a small business or side-gig with Asia Marie Woods
Many small businesses don’t want to spend the money on legal work until they know their business is going to stick. But what if the business is a success beyond your expectations, and the legal work you’ve put off puts the very existence of your business at risk? That’s exactly what happened to my guest, Asia Marie Woods. After growing a successful business as an entrepreneur, she had to walk away from it all. She may have lost her first big deal in business, but she didn’t lose her spirit. Instead, she channeled it into law school and now in her work making sure that what happened to her business never happens to her clients, as well as in being an advocate for single mothers who are looking to improve their family’s financial future.
In this episode, I talk with Asia about her experience of starting a business, going to law school as a single mom, how someone without legal knowledge can pick the right attorney for them, and now how she helps new business owners ensure they have their legal ducks in a row.
About the Guest:
Asia Marie Woods, Esq. is an attorney for entrepreneurs who encourages her clients to go big, never play small, and to make sure all of their legal ducks are in a row. Asia Marie pairs her creative business strategies and law expertise to provide custom legal solutions for business owners. Asia Marie's goal is to make sure her clients are informed, empowered, and ready to take action.Asia Marie received her J.D. from the University of Pittsburgh School of Law; and received her bachelor’s degree from Georgia State University. Fun fact: She tried out for a professional women’s football team.
Learn more about Asia’s work at https://www.thelawyernextdoor.com and connect with her at https://www.instagram.com/thelawyernextdoor/.
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.
Visit the Money, Career, & Motherhood website, Facebook page, Facebook group, or on Instagram.
Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.
Leave us an iTunes review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.
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