Vera Daikovich founded Daikovich Wealth Management in 2012 with the goal of assisting clients in all of their financial endeavors.
After graduating from California State University of Polytechnic, Pomona with a bachelor’s in Business Administration-Marketing Management, Vera started her career at Washington Mutual as a financial consultant. Washington Mutual was later acquired by Chase Investments where she continued to be a successful financial consultant. After ten years of working in the banking sector, Vera left to start her own firm with LPL Financial. As an independent financial consultant, Vera is able to focus on her clients’ individual needs and provide objective guidance and service to individuals and their families.
When it comes to working for her clients, she strives to create a one-of-a kind personal experience. Vera understands that every person is unique and their investment plan should be too. She attributes her success on the long-term relationships she has made with her clients that encourages open and honest communication about their financial affairs.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call (714) 523-9000. I would enjoy learning more about your goals and dreams.