About
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Jennifer L. Garcia, CFP, ADPA, SE-AWMA
Private Wealth Financial AdvisorManaging Director - Investments
Both Jennifer and her strategic partners take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy considerations are addressed, planned for, and adjusted over time as needed. And most importantly, she will work side-by-side with you through any life changes or major events that require a rethinking of the plans put in place.
Jennifer is committed to continually evolving her skills and knowledge to keep pace with the ever-changing and increasingly complex needs of high-net-worth investors. She holds a Bachelor of Science in Finance from California State University Northridge, and she obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She also has both the Accredited Domestic Partnership Advisor℠ (ADPA®) and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) professional designations from the College for Financial Planning.
A proud and passionate member of her community, Jennifer strives to give back by serving on the Board of Directors for Discovery Cube Los Angeles, which provides science-based programs and exhibits to inspire young minds. She also serves as a mentor and leader within the wealth management industry, heading Wells Fargo’s Private Wealth Advisory Council since 2019, and regularly featured as a panelist for various industry-related summits; including both Barron’s 100 Panel and Wells Fargo Advisors Women’s Summit Panel in 2020, the 2022 Forbes Top Women Advisor Summit, and most recently the CA Women Lead Annual Conference hosted at the UCLA Luskin Center. Her insights and perspectives have been highlighted in media outlets and publications including Financial Planning magazine, MarthaStewart.com, Forbes.com, and Yahoo Finance.
Jennifer lives in Santa Clarita where she enjoys spending time with her family and taking in the Southern California surroundings. She frequents the mountains and the beach, spending her free time reading and staying active outdoors.
The Wells Fargo Advisors Private Wealth Advisory Council is an internal representation of Private Wealth Financial Advisors that the firm considers thought leaders in their respective regions. They are tasked with vetting firm ideas for products, services, support, technology and client benefits in the high net worth space.
CA Insurance License #0B61416 (Resident State: CA)
Valerie A. Campadonia, CFP, ChFC, RICP
Private Wealth Financial ConsultantVice President – Investment Officer
Martina Troiano, CIMA
Client Performance AnalystAssistant Vice President
An advocate for positive change in her community and beyond, Martina serves as vice chair to an internal team member board that is focused around environmental sustainability and community engagement, and she was named LA Metro Volunteer of the Year in 2019 for her work with SOVA, a local food bank. She also sits on the Greater LA Public Affairs Council which oversees local philanthropy for the Wells Fargo Foundation. Prior to joining the industry, Martina graduated from California State University Northridge with a Bachelor’s degree in psychology and spent a decade living abroad. She’s a travel enthusiast, having visited over 25 countries, participating in trips such as Birthright Israel and Habitat for Humanity in Thailand. These days she enjoys rehabbing furniture and spending quality time with her fiancé and their rescue pup.
CA Insurance License #0I49053 (Resident State: CA)
Francesca Fassino
Registered Client AssociateFrancesca graduated from California State University Northridge where she received a Bachelor of Science in Finance with a concentration in financial planning. She has since obtained the Series 7 & 63 registrations, and holds a California insurance license as well.
A dedicated problem solver, she serves as a local point of contact for the firm’s Client Associate Advisory Council. In this role, she provides a voice for her peers by helping to identify opportunities and communicate resolutions for internal and client facing matters. In her spare time, Francesca enjoys cooking, staying active outdoors, and spending time with family and friends.
CA Insurance License #4221031 (Resident State: CA)