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
Private Wealth Financial AdvisorManaging Director - Investments
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 A. Schneider, CFP
Private Wealth Financial Consultantgoals. Valerie is committed to working with longstanding clientele, as well as engaging and educating the next generation of clients. Her responsibilities also include helping to review performance, 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. Additionally, Valerie is studying for the Retirement Income Certified Professional® (RICP®) designation through the American College of Financial Services.
As a board member for the local chapter of Wells Fargo Advisors’ Women’s Team Member Network the past four years, Valerie is passionate about empowering the personal and professional lives of her colleagues and peers. 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 Troiano
Private Wealth Senior Registered Client AssociateAssistant Vice President
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)

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 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.
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