Almond Valley Wealth Management

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.