At Almond Valley Wealth Management, our purpose is to provide holistic financial planning with integrity.  Our client relationships are built on the ethical standards, regular communication, education, and honest guidance. Our firm strives to create lasting client relationships and lasting client legacies.

 

 

When hiring Almond Valley Wealth Management, here are some things to consider:

  1. Credentials: Almond Valley Wealth Management is committed to ongoing education and professional development, and we strive to stay up-to-date on the latest financial products, services, and trends. We have a variety of designations and passed exams to better serve you.

  2. Experience: Consider our years of experience working with clients who have similar needs and goals as you.

  3. Services: We offer many services, such as investment management, financial planning, retirement planning, and estate planning.

  4. Communication: Almond Valley Wealth Management communicates clearly and frequently and are responsive to your questions and concerns.

  5. Fees: We help you understand the fee structure and make sure it aligns with your budget and expectations.

  6. Compatibility: Who you feel comfortable working with is important and we have conversations to make sure we share similar values and goals.

By considering these factors, Almond Valley Wealth Management may be a good fit for your needs, and can help you achieve your financial goals over time. After working with Almond Valley Wealth Management, you can expect to have a clearer understanding of your financial situation and the steps you need to take to achieve your financial goals.

 

 

OUR QUALIFICATIONS

With more than 50 years collectively in the financial services industry, our financial professionals have extensive personal and professional experience.

 

Angelo Giannosa, CLU®, ChFC®, CLF®, AIF®

Financial Professional

Angelo transitioned to the Financial Services Industry in 1995, after a decade as an entrepreneur / business owner.  His dedication as a provider to his family and penchant for problem-solving proved valuable attributes for an advisor.  Angelo is passionate about helping people through numerical analysis and strategic planning.  Education has been a lifelong pursuit as well, and he continues to refine and sharpen his industry knowledge and skillset. Once a Managing Director to other Financial Professionals (2010-2016), learning and teaching are significant to Angelo. He has obtained four designations in his pursuit to better help his clients: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Leadership Fellow (CLF®), and Accredited Investment Fiduciary (AIF®). In 2021, Angelo started doing business as Almond Valley Wealth Management; a team of 3 financial advisors and support staff.  Angelo has been married to his beautiful wife Terri since 1982; they have 3 children and 3 grandchildren.  Angelo enjoys golfing, cooking, and spending time with his family.  He is a member of the Modesto Rotary Club and sits on the board of the Modesto Rotary Foundation, the Stanislaus County Estate Planning Counsel, and an active member of Shelter Cove Community Church in Modesto.

Chartered Life Underwriter (CLU®) Designation (The American College)

Chartered Financial Consultant (ChFC®) Designation (The American College)

Chartered Leadership Fellow (CLF®) Designation (The American College)

Accredited Investment Fiduciary (AIF®) Designation (Fi360, Inc.)

Business owner/entrepreneur (1984-1995)

Managing Director: Principal Financial Group® (2010 to 2016)

FINRA Securities Registrations: Series 6, 63, 7, 24, and 66

CA Insurance License 0B50859

  2885398—052023

 

D. Frank Juliano, ChFC®, AIF®

Financial Professional

Frank's passion for serving others, led him to the Financial Services Industry over 20 years ago.  His compassion for others and outgoing personality drive Frank to build meaningful connections within the community.  Frank strives to be a champion for other's success.  He creates purposeful solutions and plans of action that help manage exposure for both businesses and individuals.  Frank has been married to his beautiful wife, Debbie since 1978, they have 2 children and now 2 grandchildren.  Frank and Debbie are active members in their local church, where Frank serves in a leadership role. He is an avid Sacramento Kings Basketball fan and season ticket holder.  Frank is an active member of the Association of General Contractors - Delta Sierra Chapter and California Professional Association of Specialty Contractors - Northern/Central California Region.   

Chartered Financial Consultant (ChFC®) Designation (The American College)

Accredited Investment Fiduciary (AIF®) Designation (Fi360, Inc.)

Thirty-five years providing Pastoral Leadership

FINRA Securities Registrations: Series 6, 63, 7 and 66

CA Insurance License 0B57955

3507029—042024

 

Casey Meyer

Financial Professional

Casey transitioned into the financial services industry in 2018, after working as a District Manager for a national marketing firm for 9 years. He is passionate about helping people enjoy life by creating strategies designed to provide financial confidence and reduce stress. He comes from a family of blue collar workers and business owners, which means work ethic is bred into his very core. Casey believes trust and respect is earned, not given. He will work every day to earn that from his clients. Casey has a God honoring mentality with everything he does. This means he is dedicated to improving his knowledge in the financial industry so he can better serve his clients. He has been married to his beautiful wife, Kristen since 2020. In his free time, Casey enjoys playing golf, coaching basketball and spending time with his friends and family.  Casey remains active in his community, participating in his church, Sacramento Golf Club, XOSO (adult sports recreation league), and 916 Rams Club. 

FINRA Securities Registrations:  Series 6, 63 and 65.  

CA Insurance License 0M31355

2392608—092022

 

Treva Vandenberg

Account Manager

Treva's love for working on a team and providing essential company support, brought her from a 16 year career in the High-Tech Computer Industry to the Financial Services Industry in 2013.  Over the years, Treva has cultivated an incredible skill-set of best practices and a collaborative mindset.  Her warm nature and sharp attention to detail, make her an ideal sales/customer support specialist.  Treva is committed to superior customer service and willingly goes above the call of duty when needed.  She has been married to her wonderful husband, Dave since 1995 and they reside in the welcoming community of Turlock, CA.  In her free time, Treva enjoys tending her beautiful gardens and baking delicious treats.

 

 

Valerie Valiente

Marketing Director  

Valerie Valiente is our Marketing Director with a passion for branding, client engagement & business development. With 15 years of experience in customer service, 5 years of experience in business development, she has developed a deep understanding of the needs and preferences of our clients & potential clients, creating campaigns that resonate with them, and achieving Almond Valley Wealth Management's goals. 
In her free time, Valerie enjoys coffee in hand while walking her dogs, dancing especially in the kitchen because it makes doing the dishes so much better, and anything to do with animals, music, or local festivities.  

 

 

 

 

 

 

 

 

 

 

 

 

 

    

 

    

 

    

 

   

 

     

    

 

 

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