"I was a client of Trilogy and after a few years of working with an advisor, I knew that I wanted to make an impact on others
Janeane Vena came to work as a financial advisor after discovering her passion for the field. “I was a client of Trilogy, and after a few years of working with our advisor, I knew that I wanted to help others as well.” The education and guidance my husband and I received had a dramatic impact on us. I knew that I wanted to help others develop comprehensive financial plans and help them pursue their goals.
As a registered investment advisor Janeane enjoys learning her client’s stories and personalizing a plan to fit their unique situation. The satisfaction of seeing her clients work on their goals, make small adjustments, re-evaluate goals and make great strides toward their objectives keeps Janeane excited and involved with her client’s journey.
Janeane is very involved with her church and as a youth leader provides guidance to high school students. She and her husband Mike are avid Dodger fans and have a goal to visit every baseball stadium in the major leagues.
Janeane holds the Series 65 registration with Trilogy Capital, Inc. and California Life and Health Insurance License.