Over 30 Years of Financial Integrity for the Business Owners, Professionals, and Families

Our client relationships are built on trust, transparency, and education. When you choose Almond Valley Wealth Management, you gain an ally committed to your success.

Meet Our Financial Advisors

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

Founder & Financial Advisor

Angelo blends a decade of entrepreneurial grit with over 30 years of financial experience to help solve complex puzzles for business owners.

Strategic Planning: Crafting long-term roadmaps for business growth and stability.

Numerical Analysis: Turning complex data into clear, actionable financial strategies.

Mentorship: Using his background as a former business owner to help guide clients through the unique challenges of entrepreneurship.

Since entering the industry in 1995, Angelo has remained a lifelong student, constantly refining his skills to better serve his clients. When he isn't diving into spreadsheets, he is a dedicated family man who values the same security and legacy he helps his clients build.

D. Frank Juliano, ChFC^®, AIF^®

Financial Advisor

A champion for others' success, Frank combines 20+ years of experience with a heart for community and connection.

Purposeful Solutions: Creating custom action plans that help protect businesses and individuals from financial exposure.

Meaningful Connections: Building deep, long-term relationships rooted in trust and integrity.

Community Advocacy: Serving as a visible and active resource for families and business owners alike.

Frank's passion for service is mirrored in his personal life. Married to his wife since 1978, he is a proud father and grandfather who believes that a true legacy is built on the strength of family and community ties.

Steven J. Wright, AIF^®

Financial Advisor

Since 1989, Steve has empowered professionals and business owners to help them make informed financial decisions.

Comprehensive Planning: Holistic wealth management that looks at the big picture.

Efficiency Strategies: Helping busy professionals allocate assets to help maximize growth.

Legacy Building: Ensuring that today's hard work translates into tomorrow's goals.

Steve is an active member of the Granite Bay community; he and his wife of 30 years are deeply involved in their local church. Steve enjoys seeing the next generation thrive, both in his own family and within the businesses he advises.

Mark Huchingson

Financial Advisor

With a Master's degree and nearly two decades of leadership, Mark helps simplify the complexities of wealth management to help clients build a lifetime strategy for their money.

Retirement Distribution: Navigating the shift from saving wealth to strategically spending it in retirement.

Business Continuity: Helping owners protect their legacy through informed exit and succession planning.

Risk Management: Shielding personal and business assets from the unexpected.

Employee Benefits: Designing executive and group solutions that attract and retain top talent.

A former Bank of America Branch Manager, Mark bridges the gap between high-level banking and personal financial planning. At his core, Mark is a problem solver driven by a mission to help empower his hundreds of clients through financial education.

Robert A. Jenkins III, AIF®

Financial Advisor

Robert helps business owners and professionals through purposeful financial planning tailored to their needs.
 

Resource Allocation: Building custom frameworks that help clients win back time for the things they love.

Comprehensive Planning: Providing holistic wealth management that addresses the unique needs of families and professionals.

Financial Education: Empowering clients with the knowledge needed to navigate an increasingly diverse financial landscape.

The son of a small business owner and an educator, Robert grew up in Silicon Valley witnessing firsthand the importance of educated financial guidance. Today, he uses those early lessons to drive his passion for helping others achieve their financial goals.

Casey Meyer

Financial Advisor

Casey helps provide financial confidence and reduce financial stress, leveraging a strong work ethic gained from a family of blue-collar workers and business owners.

Strategic Marketing Background: Leveraging 9 years of district management experience to help clients navigate complex competitive landscapes.

Financial Confidence: Creating custom roadmaps designed to reduce stress and allow clients to focus on enjoying life.

Blue-Collar Values: Applying a deep-rooted work ethic to serve families and business owners with integrity and respect.

Transitioning to the financial services industry in 2018, Casey operates with a service-first mindset. He believes that trust is earned through consistent action and dedication. Outside of the office, you'll likely find him on the golf course or enjoying quality time with his friends and family.

Meet Our Operations Team

Treva Vandenberg

Account Manager for Angelo Giannosa and Frank Juliano 

A master of detail with a heart for service, Treva transitioned from a high-tech career to help ensure every client feels supported and heard.

Client Advocacy: Known for going "above the call of duty" to resolve complex administrative needs.

Precision Management: Bringing sharp attention to detail to every account and transaction.

Collaborative Spirit: Leveraging her background in team-oriented environments to streamline the client experience.

Treva joined the financial industry in 2013 and has been a cornerstone of the team's operations ever since. When she isn't in the office, you'll likely find her gardening, supporting local businesses and baking something delicious for her friends and family.

Valerie Valiente

Marketing Director & New Business

Valerie is the bridge between our practice and the community, combining creative marketing strategies with a meticulous eye for new business processing.

Client Connection: Driving growth by creating meaningful ways for our practice to engage with the community.

Operational Excellence: Ensuring that all new business is processed smoothly, accurately, and efficiently.

Strategic Growth: Developing marketing initiatives that reflect our core values and mission.

Valerie entered the financial industry in 2015 and brings a vibrant energy to the team. She has a deep appreciation for the local culture, often spending her free time attending local events and supporting local businesses. She is also an animal lover and a certified coffee enthusiast.

Cori McGrew

Operations Director for Steve Wright

A natural "Relator," Cori bridges the gap between complex operations and genuine human connection to ensure every client feels like a priority.

Individualized Service: Leveraging her talent for "Individualization" to understand and meet the unique needs of every person she works with.

Process Optimization: Drawing on a critical-thinking mindset to streamline internal operations and create a frictionless client journey.

Hospitality Mindset: Infusing every interaction with the high-level service standards she mastered in the hospitality industry.

With an extensive professional background spanning hospitality and higher education, Cori knows that the secret to a great organization is the strength of its relationships. She is dedicated to the idea that a wealth management practice should be as welcoming as it is professional.

Greta Dushane

Administrative Assistant for Steve Wright

A specialist in logistics and coordination, Greta ensures that the complex details of the client financial experience are handled with precision and care.

Logistical Precision: Applying years of high-level coordination experience to manage client needs with seamless accuracy.

Detail Management: Taking the lead on the "small things" that make a big difference in a client’s experience.

Mission-Driven Service: Drawing from her non-profit and education background to provide a supportive, service-first environment.

With a professional history rooted in event coordination for higher education and the non-profit sector, Greta is a master of organization. When she isn’t keeping the office running smoothly, she is the ultimate "Team Mom". You’ll find her cheering at the ball field, assisting backstage at her children’s performances, or meticulously planning her family’s next great adventure.

Bill Watterson

Practice Manager for Mark Huchingson

A 20-year veteran of the industry, Bill is the engine of the practice—ensuring that every client's service need is met with precision and a personal touch.

Client Liaison: Serving as the primary point of contact to ensure seamless communication between clients and advisors.

Proactive Servicing: Anticipating client needs before they arise to provide a high-level, "concierge" experience.

Operational Leadership: Applying nearly two decades of executive administration experience to keep the practice running at peak efficiency.

Bill joined Mark's team in 2005 and quickly rose from lead Service Assistant to Practice Manager. His reputation is built on an incredible attention to detail and a genuine ability to build rapport with everyone he meets. He is deeply committed to making the financial service process as smooth and stress-free as possible for the families we serve.

Yesenia Padilla

Client Services Director for Mark Huchingson

Known for her efficiency and warm personality, Yesenia handles the heavy lifting of administration so our advisors can focus entirely on helping you reach your goals.

Service Coordination: Managing the intricate details of scheduling and follow-up to help keep your financial plan on track.

Administrative Excellence: Driving organizational efficiency to reduce paperwork and speed up processing times.

Client Care: Providing a welcoming and helpful first point of contact for all client inquiries.

Yesenia has been a staple in the financial services industry since 2005. She is the backbone of Mark's administration, combining a "can-do" attitude with a deep understanding of the industry's logistical needs. Clients love working with her because she is as wonderful to talk to as she is effective at her job.

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