About Ample Wealth Management

Led by Anthony Valdez, Ample Wealth Management offers a comprehensive approach to financial planning with tailored solutions and robust investments offerings. Ample Wealth is able to provide clients with personalized plans backed by the security of a much larger firm. Clients can count on Ample Wealth to operate with a high level of ethics and objectivity to provide:

  • Experienced Guidance on mutual funds, index funds, alternative investments, and more

  • A Comprehensive Approach to trust services, estate planning, cash management, and more

  • A Path to a Bright Financial Future with access to advisory programs, retirement plans, and financial planning

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Meet Anthony Valdez

Anthony Valdez has eight years of experience in helping people pursue their financial goals. After completing course work in Business and Managerial Economics from the California State University, Fullerton with prior studies in Behavioral Sciences, he jump started his career as a financial advisor at the renowned Edward Jones investment firm. Anthony then spent seven years at J.P Morgan Chase advising clients with the highest level of ethics and objectivity. He now started Ample Wealth Management under LPL Financial in order to offer his clients a truly personalized experience with driven results.

 

When he is not working with his clients, you can find Anthony spending time with his family, including his wife, Jessica, traveling to different parts of the world, and experiencing new foods and cultures. 

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More About LPL Financial

For the past 30 years, LPL Financial has helped financial professionals create and grow profitable businesses by providing them with the tools to be successful. LPL Financial has grown to a network of 16,000 financial professionals and 700 financial institutions.

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Mission & Values

Mission Statement

We are passionate about helping individuals and organizations manage their long term financial goals. We do so by developing strong relationships with our clients, business partners, trusted family members, and legal professionals. Our ability to have strong relationships comes from our objective financial planning and fiduciary approach - we are here for our clients, wherever, whenever.

Values

Integrity - Objectivity - Efficiency

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