Jennifer L. Garcia, CFP, ADPA, SE-AWMA
Private Wealth Financial Advisor
Managing Director - Investments
As a Private Wealth Financial Advisor with over 25 years of experience, Jennifer has built her practice around providing guidance to successful individuals, affluent families, and private foundations. Through a long-term investment approach, Jennifer and her team help high-net-worth clients develop and implement strategies to support their financial and lifelong goals.
Both Jennifer and her strategic partners take a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy considerations are addressed, planned for, and adjusted over time as needed. And most importantly, she will work side-by-side with you through any life changes or major events that require a rethinking of the plans put in place.
Jennifer is committed to continually evolving her skills and knowledge to keep pace with the ever-changing and increasingly complex needs of high-net-worth investors. She holds a Bachelor of Science in Finance from California State University Northridge, and she obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She also has both the Accredited Domestic Partnership Advisor℠ (ADPA®) and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) 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 since 2019, and regularly featured as a panelist for various industry-related summits; including both Barron’s 100 Panel and Wells Fargo Advisors Women’s Summit Panel in 2020, the 2022 Forbes Top Women Advisor Summit, and most recently the CA Women Lead Annual Conference hosted at the UCLA Luskin Center. Her insights and perspectives have been highlighted in media outlets and publications including Financial Planning magazine, MarthaStewart.com, Forbes.com, and Yahoo Finance.
Jennifer lives in Santa Clarita where she enjoys spending time with her family and taking in the Southern California surroundings. She frequents the mountains and the beach, spending her free time reading and staying active outdoors.
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)