Community Support


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Cooking up some fun with Truffle Shuffle LLC! Left to right: Francesca Fassino (Registered Client Associate), Jennifer Garcia (Private Wealth Financial Advisor), Valerie Schneider (Private Wealth Financial Consultant), Martina Troiano (Private Wealth Senior Registered Client Associate).









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Jennifer Garcia (Private Wealth Financial Advisor, Managing Director - Investments) and son Max Garcia spend the day volunteering at their local Santa Clarita Valley Food Pantry.

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In support of our community in the fight against COVID-19 we donated on behalf of our clients to Frontline Foods Los Angeles to help feed LA’s frontline workers with food from participating restaurants. The contribution supports the local restaurant economy and provides meals for over 200 hospital workers, first responders and public servants. We're all in this together.
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Jennifer Garcia (Private Wealth Financial Advisor, Managing Director - Investments) featured speaker for The Women Adviser Summit Panel Discussion: Best Practices from Financial Advisers – May 2020

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Jennifer Garcia (Private Wealth Financial Advisor, Managing Director – Investments at Wells Fargo Advisors) currently serves on the Board of Directors for Discovery Cube Los Angeles, which provides science-based programs and exhibits to inspire young minds.  Click to explore more about The Discovery Science Foundation and the positive difference it has made in our community. 

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VP Gala.2.jpgIt was an honor to attend the 6th Annual Celebration of Excellence hosted by the Valley Presbyterian Hospital Foundation.

Left to right: Martina Troiano (Private Wealth Senior Registered Client Associate), Jennifer Garcia (Private Wealth Financial Advisor), Valerie Schneider (Private Wealth Financial Consultant).

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Flavor of LA.jpgCelebrating the 3rd Annual Flavor of LA with CBS Studios and the Studio City Chamber of Commerce.  A portion of all ticket sales supports the North Hollywood High School music department.

Left to right: Valerie Schneider (Private Wealth Financial Consultant), Jennifer Garcia (Private Wealth Financial Advisor), Martina Troiano (Private Wealth Senior Registered Client Associate).

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