The WealthGarden F.S. LLC

Jade Eagles is a financial advisor at The WealthGarden F.S. LLC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including TIAA-CREF and Northwest Asset Management. She is co-owner and co-host of the podcast and video series Cover Your Assets, which focuses on divorce financial planning. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as to trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and regular account reviews.

Justin Ragatz is a financial advisor with The Wealthgarden F.S. LLC in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Advisor Networks, Confidere Financial, and Equitable Advisors, LLC. The Wealthgarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing customized investment management, financial planning, consulting, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, and offers access to third-party money managers with ongoing due diligence.

Whitney Bania is a financial advisor at The WealthGarden F.S. LLC with six years of industry experience. Prior to joining The WealthGarden, Whitney worked at Stifel for three years and held roles at Benefis Health System and The Bar Method. She serves on the Board of Directors and Finance Committee for Temple Beth Israel in Fresno, where she assists with budgeting and financial oversight. The WealthGarden F.S. LLC provides investment management, financial planning, and consulting services primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm customizes portfolios based on client goals and risk tolerances, using diversified allocations across mutual funds, ETFs, and individual securities, with regular reviews and rebalancing.

Wendy Turk is a financial advisor with The WealthGarden F.S. LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at LPL Financial LLC and Gerber Kawasaki, Inc. She serves on the board of directors for Airport Marina Counseling Services, a mental health organization. The WealthGarden F.S. LLC provides investment management, financial planning, consulting, and estate-planning coordination to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction, offers both discretionary and non-discretionary management, and provides fiduciary services with integrated custodial reporting and ongoing due diligence on sub-advisors.

Josephti Cruz is a financial advisor at The Wealthgarden F.S. LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA, Northwest Asset Management, and Financial Ever After LLC dba Cover Your Assets. Cruz also owns a Certified Divorce Financial Analyst consulting business that provides financial analysis and reporting to assist divorcing couples. The WealthGarden F.S. LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering customized investment management, financial planning, and estate-planning coordination. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis, and provides ongoing due diligence on sub-advisors while acting as a fiduciary.