As a Private Wealth Financial Advisor with over 30 years of experience, Jennifer has built her practice around providing guidance to affluent families, family offices and private foundations. Helping high net worth clients develop and implement strategies to support their financial and lifelong goals is both a responsibility and a privilege that Jennifer and her team are passionate about.

Jennifer and her strategic partners take a multi-generational approach addressing clients’ complex needs such as wealth preservation, tax optimization, estate planning strategies, investment management and bespoke financial strategies.

 
Education & Experience

Jennifer is committed to continually evolving her skills and knowledge to keep pace with the ever-changing and complex needs of high-net-worth clients. She holds a Bachelor of Science in Finance from California State University Northridge, earned her CERTIFIED FINANCIAL PLANNER® certification and is a Sports & Entertainment Accredited Wealth Manager.

In the Community

Jennifer strives to give back to the community by serving on the Board of Directors for Discovery Cube Los Angeles and is also on the Board of Directors of the Community Foundation of the Valley. She actively consults on local charitable initiatives.

She serves as a mentor and leader within the wealth management industry as well as internal mentorship programs. This year Jennifer has sponsored her first intern for the Garcia Private Wealth Group of Wells Fargo Advisors. 

Jennifer is regularly featured as a panelist for various industry-related summits, including

Barron’s and Forbes. Her insights and perspectives have been highlighted in media outlets and publications including Financial Planning magazine, MarthaStewart.com, Forbes.com, and Yahoo Finance.

 
Outside the Office

Jennifer resides in Calabasas where she enjoys hiking and working on her golf swing.  Pilates is part of her daily routine, and she cherishes spending weekends with family and friends.

 
National Recognition

• 2025 Barron’s Top 1200 State by State Advisors
• 2025 Barron’s Top 100 Women Advisors
• 2025 Forbes Best-In-State Wealth Advisors
• 2025 Forbes America’s Top Women Wealth Advisors
• 2025 Forbes Top Women Wealth Advisors Best-In-State

 
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com)
2025 Barron's Top 100 Women Advisors: Awarded July 2025; Data Compiled by Barron's based on the time period from Apr. 2024 - Mar. 2025
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com)
2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24

 
See Full list of winners: Forbes award page. https:///www.forbes.com/lists/best-in-state-wealth-advisors/
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Wells Fargo Advisors does not provide legal or tax advice.

CA Insurance License #0B61416 (Resident State: CA)

Valerie has been with Wells Fargo & Company for nearly 20 years and has worked alongside Senior Financial Advisor Jennifer Garcia at the helm of The Garcia Private Wealth Group of Wells Fargo Advisors for the last 15. With two decades of experience, she has built lasting relationships by delivering consistent service and sound financial advice. As a Private Wealth Financial Consultant, she designs custom eMoney plans and implements tailored investment strategies for clients by focusing on their current and long-term goals.

She graduated from Principia College with a degree in Business Administration and earned a Personal Financial Planning certificate from UCLA. Valerie has earned several designations throughout her career including the CERTIFIED FINANCIAL PLANNER® practitioner designation as well as the Chartered Financial Consultant® (ChFC®) and the Retirement Income Certified Professional® (RICP®) designations from the College for Financial Planning.

She comes to the table equipped with a level of experience and expertise to help guide high net worth clients through a broad array of wealth management needs, including generational wealth transfer. She specializes in helping to engage and educate the next generation of clients whenever there is family wealth and dynamics at play. Creating genuine connections and adding value to the conversation motivates her, and she is committed to coaching both her clients and peers alike. Previously, Valerie served on the board for the Los Angeles chapter of the Wells Fargo Women’s Team Member Network for 5 consecutive terms. Now she focuses her time on building out and managing the internship program sponsored by The Garcia Private Wealth Group of Wells Fargo Advisors. Valerie lives in Redondo Beach, California and finds work-life balance by enjoying time spent with friends and family.

CA Insurance License #0G40945 (Resident State: CA)

Martina has been part of the Garcia Private Wealth Group of Wells Fargo Advisors for over 12 years, serving as the team’s investment Analyst. Helping clients plan for a financial future that best meets their goals, she provides strategic and financial analysis that includes performance reporting, asset allocation, and product research. She focuses on reviewing investment strategies and structuring changes that align with a client’s objective. In her role, she also offers support for sales and trades, manages alternative investments, and creates custom bond portfolios. Our team strives to ensure clients’ portfolios reflect their return and risk objectives through all market cycles.

An advocate for positive change in her community and beyond, Martina was the founder and vice-chair to an internal team member board that focused on environmental sustainability and community engagement. She was named LA Metro Volunteer of the Year for her work with SOVA, a local food bank, and spent a term on the Greater LA Public Affairs Council which oversees local philanthropy for the Wells Fargo Foundation.

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. She enjoys exploring new places, experiencing diverse culture, cuisine and the arts.  

CA Insurance License #0I49053 (Resident State: CA)

Francesca serves as the teams senior Registered Client Associate, overseeing day to day business operations while staying committed to providing a high level of service. She has ample experience in client servicing and believes in fostering lasting relationships built on sincerity and trust. A dedicated problem solver, she served as a local point of contact for the firm’s Client Associate Advisory Council. In this role, she provided a voice for her peers by helping to identify opportunities and communicate resolutions for internal and client facing matters. She also serves as a peer coach to assist with onboarding and mentoring newly hired Client Associates.

Francesca graduated from California State University Northridge where she received a Bachelor of Science in Finance and Investment Planning. She has since obtained the Series 7, 63 and 65 registrations along with holding a California insurance license.

In her spare time, Francesca enjoys cooking, staying active outdoors, and spending time with family and friends.


CA Insurance License #4221031 (Resident State: CA)