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 within the wealth management industry, heading Wells Fargo’s Private Wealth Advisory Council* since 2019 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.

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.

*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 brings over 15 years of experience to the team, and as a Private Wealth Financial Consultant she works with clients directly to develop Envision® plans and construct custom investment portfolios based on their life goals. Valerie is committed to working with longstanding clientele, as well as engaging and educating the next generation of clients. Her responsibilities also include performance reviews, implementing solutions for complex needs, and managing marketing projects for the practice.

Valerie graduated from Principia College with a degree in business administration and obtained a Personal Financial Planning credential from UCLA Extension. She also earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the College for Financial Planning in 2014. A lifelong learner, Valerie has also attained the Retirement Income Certified Professional® (RICP®) and Chartered Financial Consultant (ChFC®) designations through the American College of Financial Services.

Valerie is passionate about empowering the personal and professional lives of her colleagues and peers, and serves as a seasoned board member for the local chapter of Wells Fargo Advisors’ Women’s Connection Employee Resource Network. A Los Angeles native, she finds work-life balance by enjoying the outdoors, exploring personal growth, and traveling with family and friends.

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

Martina joined Wells Fargo Advisors in 2013 and is now the Garcia Private Wealth Group’s senior client associate, managing the team’s daily operational needs. To help 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 the client’s objective. In her role, she also offers support for sales and trades, and she leads all compliance and due diligence
efforts for the practice.

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)

As the newest member of the Garcia Private Wealth Group, Francesca works on new client acquisition, event planning, and marketing for the team. She works closely with her peers to ensure all administrative and operational needs are handled accurately and efficiently. She also enjoys resolving client inquiries, handling all aspects of account distributions, and supporting the team’s daily operations.

Francesca graduated from California State University Northridge, where she received a Bachelor of Science in Finance with a concentration in financial planning. She previously prepared tax returns and now works closely with CPAs to provide tax reporting documentation.

Francesca recently passed the Series 7 exam and is currently studying for her CA Insurance license. In her spare time, Francesca enjoys cooking, staying active outdoors, and spending time with family and friends.

CAR-1221-00819