Valley Wealth Strategies, LLC

Oscar Sasson is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, LLC, National Planning Corporation, and Zuk & Associates, where he has worked since 1988. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with portfolio construction that includes mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary account management.

Broc Wavra is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, concurrently serving with Valley Wealth Strategies and Zuk Financial Group. In addition to his advisory roles, he works part-time as a paralegal at Citadel Law Offices. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, trusts, small businesses, and charitable organizations. The firm primarily employs a long-term investment approach while offering both discretionary and non-discretionary account management, and manages a majority of its assets on a non-discretionary basis.

Estevan Munoz is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. He previously worked at National Planning Corporation for 17 years before joining Valley Wealth Strategies and LPL Financial in 2017. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment strategy using both internally managed portfolios and recommendations of unaffiliated independent managers, offering both discretionary and non-discretionary account management.

Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He previously served 14 years in the United States Air Force and continues to serve in the Air Force Reserve. Valley Wealth Strategies is an SEC-registered multi-advisor firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm generally employs a long-term investment approach with flexibility for shorter-term trading and uses both internally managed portfolios and recommendations for independent managers and platforms.

Grant De Andreis is an advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 66 licenses. He has held positions at LPL Financial, Merrill Lynch, Citizens Business Bank, and Bank of Stockton. Grant previously worked at the University of California Los Angeles and Twin Arbors Tennis Club. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets under management.

Kelly Kruzick is a financial advisor with Valley Wealth Strategies, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Valley Wealth Strategies and LPL Financial in 2017, Kruzick worked at National Planning Corporation for 19 years. Outside of advising, Kruzick is involved in health and wellness as a meditation teacher and provides paralegal assistance to a law firm. Valley Wealth Strategies advises individuals, families, trusts, small businesses, charitable organizations, and retirement plans with customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, notably maintaining a large share on a non-discretionary basis while overseeing assets managed by independent managers.

Daniel Raymond is a CFP® professional with 23 years of experience in the financial services industry. He is currently associated with Valley Wealth Strategies, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. Outside of his advisory role, he owns and operates a farm business involved in the sale of agricultural products and land rentals. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion on a non-discretionary basis.

Pamela Zedick is a CFP® professional with 23 years of industry experience. She currently serves at Valley Wealth Strategies, LLC and LPL Financial, LLC, where she has worked since 2017. Prior to that, she spent 14 years at National Planning Corporation. In addition to her advisory work, she is involved in estate planning support and tax preparation through Beacon Tax & Wealth Advisors. Valley Wealth Strategies, LLC advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning with a primarily long-term investment approach, managing over $1.2 billion in assets and providing ongoing oversight of portfolios implemented through independent managers.

Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Jayne Marie P. Sullivan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 19 years at National Planning Corporation. In addition to her advisory role, she is president of Giddyup Inc., a financial planning and investment business. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, offering both discretionary and non-discretionary management while overseeing independent managers and custodial platforms.

Caleb Sasson is an investment advisor representative with Valley Wealth Strategies, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Sigma-Aldrich, Inc. for ten years. Caleb is also a commissioned notary in Menlo Park, CA. Valley Wealth Strategies, LLC advises individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning services, employing a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

David Phillips is a financial advisor at Valley Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm utilizes a primarily long-term investment approach, offering both discretionary and non-discretionary management with portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities.

Eugene Bowan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial, LLC since 2017 and previously spent 19 years with National Planning Corporation. Bowan is also a Certified Estate Planner through Citadel Law Offices, an activity he has maintained since 2002. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combined with fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.

Philip Bullard is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Wheatman Insurance Services LLC, where he has been involved in life and health insurance for over 20 years. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with a mix of fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Daniel Buster is a financial advisor at Valley Wealth Strategies, LLC in Newport Beach, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and National Planning Corporation. Outside of advising, he is president of Buster Imports Inc., a wholesale wine and spirits import business. Valley Wealth Strategies serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach with fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.