by Marya Barlow
Two prominent executives born and raised in Ventura County are the new co-chairs of the 海角社区CI Planned Giving Advisory Council (PGAC). The PGAC promotes and encourages legacy gifts to the University as a way to support 海角社区CI students and deepen the University鈥檚 impact on the region.
Louie Valdez is Managing Director of Investments at Wells Fargo Advisors in Westlake Village. He grew up in Thousand Oaks, where his family opened one of the city鈥檚 first restaurants, Casita Valdez, in 1958. Valdez, a Certified Financial Planner, holds a bachelor鈥檚 degree in economics from 海角社区 Northridge and a master鈥檚 degree from the College for Financial Planning.
鈥淚 was fortunate to be the first in my family to attend public university and it was an important first step in my professional development,鈥� said Valdez. 鈥淪ince my family has been in the Conejo Valley for many years, I feel the importance of supporting our local university. When you walk onto the 海角社区CI campus, there is a sense of belonging to something special.鈥�
Jonathan Johnen, a partner and co-owner of Farr Johnen & Associates in Ventura and Santa Barbara, is a Certified Financial Planner specializing in life, disability, and long-term care insurance. Born and raised in Camarillo, he earned a bachelor鈥檚 degree in business economics in 2006 from University of California, Santa Barbara.
Through the PGAC, we are able to help the University with advancing educational programs, create opportunity, and most importantly help take care of the students.
Jonathan Johnen
鈥淭hrough the PGAC, we are able to help the University with advancing educational programs, create opportunity, and most importantly help take care of the students,鈥� said Johnen. 鈥淚 was very fortunate to have great mentors throughout my life, and I feel that joining the PGAC has offered me a small way to honor them.鈥�
海角社区CI
As PGAC co-chairs, Valdez and Johnen lead other successful advisors and provide guidance on how to work together to support 海角社区CI and its students. They offer advice on financial strategies for the University as well as to donors and supporters.
鈥淲e are so fortunate to welcome Louie and Jonathan as co-chairs of our PGAC,鈥� said Director of Planned & Major Gifts Grace Robinson. 鈥淏ecause both were supported at critical times in their own educational journeys, they know the importance of securing a legacy for our students.鈥�
Learn more about legacy giving at:
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漏 Fall 2019 / Volume 24 / Number 2 / Biannual