Jennifer L. Garcia, CFP, ADPAPrivate Wealth Financial Advisor
Managing Director - Investments
As a Private Wealth Financial Advisor with over 25 years of experience, Jennifer provides guidance to individuals, families, foundations, and institutional investors. Through a long-term investment approach, Jennifer helps high-net-worth clients develop and implement strategies to support their financial and life goals.
Jennifer holds a Bachelor of Science in Finance from California State University Northridge, and she obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Domestic Partnership Advisor℠ (ADPA®) 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 and is regularly featured as a panelist for various industry-related women’s summits. She also hosts her own speaker series on a variety of topics, including market commentary, health and wellness, and major life events. She previously served on the Valley Presbyterian Hospital’s Foundation Board from 2015–2018. Her perspectives have been featured in media outlets and publications including Financial Planning magazine, MarthaStewart.com, and Forbes.com.
Jennifer lives in Santa Clarita, where she enjoys spending time with her family and taking in the beautiful surroundings on hikes. A voracious reader who gets through multiple books each week, Jennifer also makes it a daily priority to practice yoga and mindfulness.
CA Insurance License #0B61416 (Resident State: CA)