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Janeane Vena
Wealth Advisor

"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
as well
"

JANEANE VENA

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 investment advisor representative 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
.

 

Janeane's Client Relationships

Janeane and her team support a wide variety of clients, but here are some of the groups she has built her practice around.

MEET JANEANE'S TEAM MEMBERS
JEFFREY HACKBARTH, CFP® 
VICE PRESIDENT OF WEALTH PLANNING 
 

KATHLEEN MUNIZ 
WEALTH ADVISOR 
 
DIEGO DE LOS SANTOS 
WEALTH ADVISOR 

 
 

 

CALL JANEANE DIRECT AT
(626) 918-5670
ext. 4137

ASK JANEANE A QUESTION

 

 
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