How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Anthony Valdez

Founder, Wealth Manager



Anthony Valdez, Accredited Asset Management Specialist, has twelve 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.

Jose Rosales

Wealth Manager


Jose Rosales joined Ample Wealth Management in 2021. He is a wealth manager. Jose earned his Bachelor’s Degree from the University of Riverside in Business Administration. He has over 15 years in the financial industry helping businesses, families, and organizations pursue their financial plans, while working for some of the largest fortune 500 companies. Jose’s mission is to provide the highest quality service to families, business, and organizations achieve their financial plans.

Jose met his wife Claudia, and were happily married at the Temecula Winery. They love to travel around the world, and they love to see new places. Jose is also a big fan of exercise, and he enjoys mixed martial arts.