Velda Eugenias (BS, CFP®)

Velda Eugenias focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Insurance Related Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

We work to educate the client on the process of planning and investing. We believe that having a good plan that maps out your goals will keep you focused on the big picture. Our specialties include:

We specialize in working with 'women with wealth and the men that love them'. Many women will take a daily money manager position in the family while the husband does the long range planning and investing. We insist on working with both spouses because we want both spouses to keep abreast of financial issues. By working with both spouses we are assured they both understand the complexities of investing, cash flow, insurance and just general terminology in the event of death of the other spouse.

We have a strong background in insurance and understand the complex issues involved with helping our clients choose the right plan or policy.

We work closely with employees who have 401(k) and 403b plans – these plans can be complex and confusing.

We have over thirty years of combined experience in the field of financial planning and investing.

Additional Information

We help our clients simplify, organize and manage their financial life. We believe it is the sum of the parts of plan design, asset allocation and implementation that will make the difference in their lives.

Velda has been a NAPFA member since 2004 and served in the following positions:

· National Board member

· Chair of the ‘Your Money Bus’ tour in Birmingham, Alabama

· Chairman, President and Vice President of the South Region

· Speaking at conferences