Janeane Vena

Janeane Vena came to work as a Wealth 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 an 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. So far, they have visited stadiums in cities such as Boston, Seattle, Philadelphia and Phoenix.

Janeane holds the Series 65 registration with Trilogy Capital, Inc. and a California Life and Health Insurance License.