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.
Almond Valley Wealth Management is dedicated to transforming financial stress into confidence through comprehensive financial education and services. With over 30 years of experience, our mission is to simplify the complexities of wealth management for local business owners, construction companies, and individuals, so that building our world into a better place becomes a little bit easier.
Our team of four experienced financial advisors, supported by two additional team members, brings a warm, down-to-earth approach to financial planning. We pride ourselves on making clients feel informed and understood, focusing on personal connections and tailored solutions.
Active members of the Associated General Contractors of California and the Rotary Club, we are deeply committed to our community.
At Almond Valley Wealth Management, education is at the heart of what we do, ensuring that our clients are empowered to make confident financial decisions.
When hiring Almond Valley Wealth Management, here are some things to consider:
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.
Experience: Consider our years of experience working with clients who have similar needs and goals as you.
Services: We offer many services, such as investment management, financial planning, retirement planning, and estate planning.
Communication: Almond Valley Wealth Management strives to communicate clearly and frequently and be responsive to your questions and concerns.
Fees: We help you understand the fee structure and make sure it aligns with your budget and expectations.
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 work towards your financial goals.
OUR QUALIFICATIONS
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
Steven J. Wright, AIF®
Financial Professional
Steve has been helping business owners and their key people with their investments and planning since 1989. His entire professional career has been with Principal Financial Group®. He started as an advisor and moved to the corporate headquarters in Des Moines, Iowa in May of 1992. It was here where he worked as a project manager developing field leaders and financial representatives. He moved to California with Principal in 1997. From 1997 to 2022 he served in several leadership roles in Principal's Northern California office in Roseville. That team included more than 50 representatives in four offices: Roseville, Walnut Creek, Elk Grove, and Modesto. In September 2022 he moved from the Regional Managing Director role to a financial professional role and continues to work with his clients and as a resource for other financial professionals and their clients. Steve is passionate about leadership. He is a past local president (1999-00, 2012-14) of the National Association of Insurance and Financial Advisors (NAIFA). He has also served on the state board as a committee member. He often travels to Washington DC to lobby for his industry and the public at large. He is a member of FINSECA professional association and the society of Financial Services Professionals (SFSP). Steve and his wife of 30+ years reside in Granite Bay, CA where they are active in their local community and church. Their son graduated from Azusa Pacific University with a degree in Business; he and his wife work and reside in Granite Bay. Steve's daughter graduated from George Fox University with a Master's in Teaching and lives and teaches high school in Iowa; she is also the head coach of her school's varsity track team.
Accredited Investment Fiduciary (AIF®) Designation (Fi360, Inc.)
BBA – Management, Iowa State University 1988
FINRA Securities Registrations: Series 24, 7, 6, 63, 66, 51
CA Insurance License # 0A96785
2392264-092022
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, 7, 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.
