Lodi, CA Office

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.

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.

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.

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.

Oscar Martinez is a financial advisor with Valley Wealth Strategies, LLC in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial LLC and C L Zuk & Associates, alongside his role at Valley Wealth Strategies. Martinez also serves as Chief Information Officer at Zuk Financial Group. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion managed non-discretionarily.

Michael Mueller is an investment advisor representative with Valley Wealth Strategies, LLC and has 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valley Wealth Strategies since 2020, with prior experience at LPL Financial and National Planning Corporation. Mueller is also president of Mueller Insurance & Financial Services, Inc., a business he has operated since 1999. Valley Wealth Strategies, LLC advises individuals, families, trusts, small businesses, and charitable organizations, offering customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

David Sasson is a CFP® professional affiliated with Valley Wealth Strategies, LLC in Lodi, CA, with 19 years of industry experience. He has worked at LPL Financial and National Planning Corporation prior to his current role. Sasson also serves as an agent for non-variable insurance through Zuk Financial Group. Valley Wealth Strategies is a multi-advisor firm offering investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs a mostly long-term investment approach, managing portfolios both internally and through independent managers, and provides predominantly non-discretionary account oversight.

Ahamad Manohorathat is a financial advisor at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he is a certified paralegal with Citadel Law Offices. Valley Wealth Strategies serves a diverse client base including individuals, families, trusts, and charitable organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.