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Independent, Fiduciary
Financial Planning

Find your financial freedom.


Learn About Our Approach






Offering Personalized
Investment Management & Financial Planning


To Those Ready To Retire In California and Beyond





Customized
Financial Planning

We take a comprehensive approach to developing your financial plan as we prepare you and your portfolio for retirement.


Financial Plans
Near You

With 19 locations throughout California, chances are you’re never too far away to get started on your financial goals with an experienced Valley Wealth advisor.



Fiduciary Responsibility
for Everyone

You don’t have to be a high-net-worth individual to have access to premier financial planning & investment management strategies.






Finally, A Financial Advisor Tailored to
Your Needs

You deserve to have a financial plan that’s as unique as you are, no matter your net worth. As you’re looking to save for retirement, we’ll work together to gain a deeper understanding of what’s most important to you now and as you approach retirement. In doing so, we can develop a custom financial plan and portfolio that reflects your needs today and goals for tomorrow.

Ready To Meet Your Financial
Planning Partners?


Get Started Today


Flexible Financial Planning

Designed to Help You & Your Finances Connect the Dots




What Is an RIA?

Simply put, a Registered investment Advisor (RIA) is your connection to strategic investment management and financial planning designed to fit your needs, not the needs of a broker-dealer, wirehouse or other service provider.



Instead, We Add Value To Your Financial Life By Being 





Independent

We are not tied to offering any specific products or services. Instead, we only provide solutions and advice that we believe will be in your best interest.



Objective

As investment fiduciaries, we are required to disclose any potential conflicts of interest as we develop your financial plan.



Holistic

Approaching your financial picture holistically allows us to provide sound solutions that encompass every aspect of your wealth now and through retirement.






Bringing You a New Standard of Trust

We strive to go beyond simply maintaining your personal assets by empowering you with the tools needed to make well-informed and educated decisions about your finances.

Interested In Seeing How Your Emotions Could Be Getting In the Way of Your Financial Freedom?

Find Out Now




Our Team

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Discover a
Valley Wealth Strategies Location Near You

Finding Financial Freedom Is Closer Than You Think

We offer 19 branch office locations through California for your convenience.



Bakersfield


Steve Munoz 

Phone: (909) 592-2380

Dan Raymond

Phone: (209) 366-1264

5301 Office Park Drive, Suite 125
Bakersfield, CA 93309
Phone: (661) 836-8686


Capitola


Ercilla Donnelly

4145 Clares Street, Suite H
Capitola, CA 95010
Phone: (831) 421-9361


Dana Point


Pam Zedick 

Phone: (909) 626-1947

34189 Pacific Coast Hwy. Suite 204
Suite 204
Dana Point, Ca 92629
Phone: (949) 218-7911


Elma, WA


Mike Mueller 

Phone: (360) 482-1110

12 W Young Street
Elma, WA 98451
Phone: (360) 482-1110


Lake Forest


Gene Bowan
Narine Mardanyan
Jaynie Sullivan

22936 El Toro Road
Lake Forest, CA 92630
Phone: (949) 472-4550


Lodi


Dan Raymond

404 W. Pine Street, Ste. 6
Lodi, CA 95240
Phone: (209) 366-1264


Menlo Park


Oscar Sasson
David Sasson

535 Middlefield Road, Suite 140
Menlo Park, CA 94025
Phone: (650) 327-8785


Napa


Barbara Gruenwald
Paula Key
Christa Varda

700 Franklin Street
Napa, CA 94559
Phone: (510) 547-8900


Placentia


Linda Wilson
Cheri Wang

151 N. Kraemer Blvd. #230
Placentia, CA 92870
Phone: (714) 985-1457


San Diego


Broc Wavra

720 Brighton Court,
San Diego, CA 92109
Phone: (858) 752-8269


San Dimas


Dan Buster  - Suite #5
Pam Zedick - Suite #6

199 S. Monte Vista Ave
Suite 5 & Suite 6
San Dimas, CA 91773
Phone Suite #5: (909) 247-1112
Phone Suite #6: (909)-626-1947


San Luis Obispo


Gordon Mullin

4251 S. Higuera Street, Suite 800
San Luis Obispo, CA 93401
Phone: (805) 592-2220


Santa Ana


Steve Munoz

1633 East 4th Street
Suite 212
Santa Ana, CA 92701
Phone: (909) 592-2380


Santa Monica


Kelly Kruzick

1247 7th Street, Suite 301
Santa Monica, CA 90401
Phone: (310) 393-9400


San Ramon


Josh Schefers

2410 Camino Ramon, Suite 145
San Ramon, CA 94583
Phone: (925) 830-5025


Sonora


Nicole Kikugawa

316 South Stewart Street, Suite 1
Sonora, CA 95370
Phone: (209) 532-9900


Sunnyvale


Rick Hughes

786 Trenton Drive
Sunnyvale, CA 94087
Phone: (408) 802-6122


Walnut Creek


David Phillips

460 North Civic Drive, Suite 312
Walnut Creek, CA 94696
Phone: (415) 269-0157


Yuba City


George Tarwater

2036 Cartagena Drive
Yuba City, CA 95993
Phone: (916) 652-8100





Have a Question About Our Office Locations?

Give Us a Call

Focused On the Life You Want to Live

Instead Of the Numbers On a Ledger




We Can Help You Prepare 

And Give Financial Confidence





Wealth Management

Wealth and investment management starts with you. We’ll become familiar with your specific needs and objectives as we begin developing an investment strategy specific to you. Portfolios are constructed based on your circumstances, goals and risk tolerance determined by you with the help and guidance of our experienced advisors.



Financial Planning

Through our comprehensive financial planning, we’ll analyze your current financial situation, formulate a financial plan and come together to discuss our observations and recommendations. Together with your advisor, you can decide how frequently you wish to review your plan to best encompass your next stage of life.



Retirement Planning

Does it feel like retirement is right around the corner? Regardless of your timeline, you’re likely facing a bewildering number of choices and options. Understanding how pensions and Social Security may impact your retirement as well as identifying the hidden costs of retirement are crucial things to consider when developing your retirement plan. Our team can provide you with the right retirement plan to address your specific concerns.




Here’s How We’ll Tailor Our Services To Meet Your Needs





STEP 1

Schedule Your Complimentary Review


For your convenience, feel free to schedule your complimentary consultation using our online calendar, or give us a call.





STEP 2

Complete Our Investor Blueprint Assessment


Once your meeting has been scheduled, we ask that you fill out our investor blueprint assessment before we meet. This allows us to gain a better understanding of your personal relationship with money and how we may able to best assist you.





STEP 3

Develop Your Tailored Strategies


As we get to know one another during our first meeting, we’ll start by answering any and all questions you may have about our firm, strategies, experience and insights. During this time, your experienced advisor will asses your current financial standings and work with you to develop realistic goals and expectations moving forward.





STEP 4

Nurture a Long-Lasting Relationship


Wherever you are on the road to retirement, we’ll work together to develop, refine and implement a comprehensive retirement plan designed to address your biggest financial concerns for the future. We’ll continuously monitor, review and readjust our strategies to keep your financial plan aligned with your future goals.  




Does That Sound Like a Plan?

Schedule a Time To Talk


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Bringing You Professional &
Experienced Financial Planning

Customized To Fit You, Your Needs and Your Goals


Ready To Get Started?


Begin on your path to financial wellness by scheduling an appointment today. With 19 locations to choose from, our financial advisors are nearby to help you and your loved ones find financial financial confidence. 



Valley Wealth Strategies


Phone: (888) 488-8480
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