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Veronica Lu

Veronica Lu is a rising junior studying Accounting and Information Systems at Santa Clara University’s Leavey School of Business in the Silicon Valley.

At The American College of Financial Services, Veronica serves as the New York Life Academics Intern for the Retirement Income Center. Veronica works closely with Professor David A. Littell to update and expand the RICP® curriculum, maintain the Center’s website, as well as conduct research on the industry’s most recent trends, challenges, and studies.

At school, she is a member of the University Honors Program, ACE Leadership Program, and Leavey Scholars program. Veronica also works as a teaching assistant for the Leavey School of Business’ Contemporary Business Issues classes. Upon graduation in 2019, she hopes to pursue a career in either public accounting or corporate finance.

Posts by Veronica Lu
Retirement, Retirement Blog Series

Comparing Asset Allocation Approaches in Retirement Income Planning

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is not...

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Retirement, Retirement Blog Series

Military Personnel Face Critical Decisions as the “Blended” Retirement Program Approaches

This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military who...

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Retirement, Retirement Blog Series

Annuities: Addressing Retirement Happiness, Advisor Objections, and Client Objections

In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a...

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Retirement, Retirement Blog Series

Confronting the Retirement Risk Zone

 In this post we meet with two Australian researchers whose study of retirement income risks can be applied to client portfolios across the globe.

Dr. Michael Drew, Professor of...

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The American College of Financial Services is a nonprofit educational institution and does not provide tax, legal, investment or accounting advice. The content above is for educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, investment or accounting advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.