Valley Wealth Management, established in 2009, is a trusted financial resource for Central Valley residents in Fresno, California. With a mission to assist clients in accumulating and protecting wealth, the firm acts as a Financial Quarterback, working closely with other financial professionals to simplify and facilitate clients' financial matters. Founded by Eric Van Valkenburg and Warren Lowe, who together have over 40 years of combined financial service experience, Valley Wealth Management is dedicated to caring for their clients and managing their wealth.
The firm offers a range of services, including investment management and financial planning, and aims to build relationships with clients based on trust. With a focus on becoming the primary financial resource for their clients, Valley Wealth Management strives to provide personalized solutions and guidance. Committed to staying up-to-date with the latest industry trends and developments, the firm offers resources such as articles, calculators, newsletters, and videos to help clients make informed financial decisions.
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