Vanessa Donaville, CEO
Vanessa was born and raised in San Francisco California. She attended and graduated from SF State University with a Bachelor’s of Science degree in Business and Marketing.
After working several years in the financial industry for large Investments firms and banks, Vanessa noted a need for establishing a true relationship with her clients. Spending time to get to know them personally and professionally. The desire to help clients understand not only the importance of long term investment strategies but what these are and how they work.
She decided to best achieve this by working directly for her clients, so in July, 1995, Vanessa established In Touch Investments, now In Touch Financial Services.
Staying “In Touch!” with her clients is highly important.
In Touch Financial Services LLC, is a Registered Investment Advisor through the State of California. Vanessa A Donaville, the Sole Principal and Owner is an Investment Advisor Representative operating under the ITFS State registration. As such, she is one of the few African American women who hold this distinction.
Vanessa manages over $30 million dollars in assets for clients both personal and corporate. She was featured in Black Enterprise magazine as a leading Advisor for Solano County.
Vanessa is also a licensed Real Estate Broker and Mortgage Lending Office and owns and operates In Touch Realty Services.
Licenses & Registrations
- Series 6
- Series 63
- Series 7
- Series 24
- Investment Advisor
- Insurance Broker
- Mortgage Lending Officer
- Real Estate Broker
Of all of her achievements Vanessa feels being a mother of her 24 year son is her greatest!
Patricia Hall, CFO
Pat is a native San Franciscan who enjoys gardening, baking and reading. She has an Associates Certificate from City College of San Francisco and a Bachelor of Science degree in Business Administration, specializing in Accounting/Finance from San Francisco State University.
Pat’s has extensive work experience in accounting and auditing. Having worked for at a local accounting and CPA firm, then moving to the Oakland Athletics Baseball Company and last Pepsico. Pat worked several years at Pepsi New York Headquarters as a Business Unit Controller and had the opportunity to represent Pepsi as a member of the National Association of Black Accountants.
Growing up Pat had the privilege of being mentored by individuals in the community. As a result, she is committed to giving back to the community in which she lives. Every day of her life, she is committed to working hard and giving her very best.
Falating Nwagwu, Investment Advisor Representative
Falating is the newest addition to ITFS. He received his International Business Finance degree from Howard University and holds an Investment Advisory Series 65 License. He is effectively supported by a team of mentors with 30+ years experience whose professionalism help him build long-term relationships with his growing client base and provide excellent customer service. Falating prides himself on providing his clients exceptional financial advice with integrity and superior ethics.
When away from business, Falating serves on the board of an Oakland based non-profit, volunteers his time teaching financial literacy to children, and volunteers with his family in many community projects and activities. He also really enjoys tackling various escape rooms in the bay area, paint-balling, and supporting his gluttonous habit eating the various foods the bay area has to offer.