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Meet the Team

A Team Approach

We could not do the work we do for our clients without a team approach. We have an elite service model at our office covering all the details crucial to your financial life and health, as well as a 5-step process to see you through to your vision. This process takes teamwork! A team consisting of a Client Service Advocate, Financial Advisor, you (our client), as well as any other professionals you may work with, such as your CPA, Estate Attorney, etc. No one strategy fits everyone, which is why every client will get our undivided attention— from planning to execution to follow-up to surprise and delights! We cannot wait to work closely with you on a holistic approach to create a financial plan that has you on your way to managing your desired dreams and goals.

Gaea Verneris

LPL Financial Advisor and Owner of Legacy One Financial

(805) 330-9680

(805) 830-1882

Gaea.Verneris@LegacyOneLife.com

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...

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Noreen Malik

Client Services Associate

(805) 256-7654

(805) 830-1882

Noreen.Malik@LegacyOneLife.com

Noreen was born in Inglewood, California, raised in Anaheim, and currently resides in San Diego where she has lived since 1992.  Having lived in California all her life, she enjoys the simple pleasures the Golden State has to offer, like...

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Our Commitment to You

Our Commitment to You

At Legacy One we are committed to you, our client, and will always do what is morally and ethically right in the partnership we have with you.

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