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    Joined Trilogy Financial in 2016

    An avid baseball fan; has visited 7 Major League Baseball stadiums with her husband

    Janeane is a high school youth leader at her church

    Will video conference with clients to make it easier

    Get to Know Janeane

    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.

    Read More
    Meet Janeane’s Team
    Scroll through to see each of the Advisors
    Senior Vice President of Wealth Management
    Nathan Brown
    Senior Vice President of Wealth Management
    Scott Naiman, RICP®
    Senior Vice President of Wealth Management
    Joseph Mandichak, CFP®

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934