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VERIFIED COMPANY DOSSIER

Almond Valley Wealth Management

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At Almond Valley Wealth Management our purpose is to provide holistic financial planning with integrity. Our client relationships are built on the highest ethical standards, regular communication, education, and honest guidance. Our firm strives to create lasting client relationships and legacies. Angelo Giannosa, CLU®ChFC®CLF®AIF® Financial Professional D. Frank Juliano, ChFC® AIF® Financial Professional Casey Meyer, Financial Professional Treva Vandenberg, Accounts Manager Angelo Giannosa, CLU®, ChFC®, CLF®, AIF® is licensed in CA, AZ, WA, ID, NV, UT, MT, OR, TX, NE and MI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, NV, MT, OR, TX, NE and MI and advisor registered in CA. Insurance CA Lic #0B50859 D. Frank Juliano, ChFC® AIF®is licensed in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK and advisor registered in CA. Insurance CA Lic #0B57955 Casey Meyer is licensed in CA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in CA. Insurance CA Lic #0M31355 AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

At Almond Valley Wealth Management our purpose is to provide holistic financial planning with integrity. Our client relationships are built on the highest ethical standards, regular communication, education, and honest guidance. Our firm strives to create lasting client relationships and legacies. Angelo Giannosa, CLU®ChFC®CLF®AIF® Financial Professional D. Frank Juliano, ChFC® AIF® Financial Professional Casey Meyer, Financial Professional Treva Vandenberg, Accounts Manager Angelo Giannosa, CLU®, ChFC®, CLF®, AIF® is licensed in CA, AZ, WA, ID, NV, UT, MT, OR, TX, NE and MI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, NV, MT, OR, TX, NE and MI and advisor registered in CA. Insurance CA Lic #0B50859 D. Frank Juliano, ChFC® AIF®is licensed in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, AZ, WA, ID, MT, OR, TX, OH, TN, IL and AK and advisor registered in CA. Insurance CA Lic #0B57955 Casey Meyer is licensed in CA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in CA. Insurance CA Lic #0M31355 AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQElk Grove, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2020
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
300 Banner Ct. Suite 1 California Modesto
City
Elk Grove
Region / State
California
Postal Code
95356
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainalmondvalleywealth.com
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LinkedIn NetworkActive Profile
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