Our story begins with our name Ample Wealth Management. It comes from the Latin-term—Amplus, which means abundance. Our purpose as a firm is to serve clients with an abundance of value in financial planning and investment services. We believe this is the essence of working with a professional in building your financial plan and investment management. Our firm’s name is entangled throughout our client’s complex lives. At our firm, we work to build relationships that are based on authenticity and transparency with our clients. If your long-term financial goals are to have a foundation in abundance of clarity, confidence, and comfort, then you’ve come to the right place.
We are steadfast about helping families and organizations pursue their financial goals. We do so by developing a strong foundation for our clients, and continuously adapting to a complex marketplace. Our ability to have strong relationships comes from our independent financial planning and fiduciary focused model.
Authenticity - We believe in bringing our whole selves to work every day and being ourselves.
Integrity - Our code is to be truthful in our character and our spirit.
Due Diligence - We do our homework before we make a recommendation.
.Anthony Valdez is the leader of Ample Wealth Management. He is a Wealth Manager. Completed course work in Business and Managerial Economics at California State University, Fullerton before studying behavioral sciences. He has over 10 years in helping families and organizations work towards their financial goals, while working for some of the largest fortune 500 companies in the industry. Anthony’s steadfast focus is to work fervently with multi-generational families and organizations to make an impact in the community by providing strategies that are in the best interest of the client. Anthony met and fell in love with Jessica. Together, they have travelled to different parts of the world and are happily married. They recently had a baby boy named Conor. Anthony’s greatest joy is spending time with his son. Anthony’s family lives in the local community.