With a strong work ethic and an administrative background, Client Service Associate Selena Garcia assists clients and advisors alike to ensure a smooth, consistent and positive experience for everyone at Vance Wealth.

Selena has called the Santa Clarita Valley home for the past 10 years. She began her career in administration at a prominent car dealership, where she started developing her expertise in customer service. Looking for more responsibility, she later took a position as Logistics Coordinator for a flooring distributor, where she enhanced operational efficiency, ensured a seamless experience for C-Suite executives, and fostered office cohesion.

As Vance Wealth’s Client Service Associate, her current responsibilities include assisting clients with financial transactions, helping advisors with scheduling and confirming client meetings, and preparing paperwork for client onboarding. Additionally, she’s involved in the administrative processes for Advanced 401k Solutions.

Most importantly, Selena shares the firm’s commitment to inspiring balance, and she finds it refreshing to be part of a company that values a healthy work-life balance.

Outside the office, Selena enjoys spending time with her extensive family and two dogs. When she’s not with her loved ones, she can be found reading, cooking, listening to true crime podcasts, or rewatching her favorite TV shows.