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Our Team
Eric Van Valkenburg, CLU, ChFC
Principal

CA Insurance Lic. # 0A92428

Eric is a co-founder and managing partner of Valley Wealth Management.  He was born in Fresno, raised in Coarsegold and attended Yosemite High School.  He graduated from California State University, Fresno with a business degree.  In 1992 he entered the financial services field.  After serving 14 years with John Hancock and Guardian as a financial representative, Eric chose to become an independent financial advisor.  During his career he has earned the distinguished designations of both Chartered Life Underwriter and Chartered Financial Consultant.  Eric is highly skilled and driven to serve his clients through the knowledge he has gained and the continuing education that is required of these professional designations.  He currently serves on the Board of Directors for The First Tee of Fresno.

In his free time Eric enjoys many different sports and spending time with friends and family.  He derives the most pleasure from coaching his son Jack in his various athletic endeavors. Maybe someday Jack will be able to take care of his old man! 




Warren S. Lowe, RFC®
Wealth Advisor

CA Insurance Lic. # 0F05361


Warren is a co-founder and managing partner of Valley Wealth Management. He was born and raised in Fresno and graduated from California State University, Fresno with a B. A. in Business and Marketing. After earning his degree, he worked in the Bay Area, and then later relocated to Southern California, while working as a Key Account Manager for a division of Colgate-Palmolive.

Since relocating back to Fresno and becoming a financial advisor in 2006, Warren has developed a close understanding of client’s needs while helping them create plans that focus on achieving both short and long-term financial goals. Providing clients with high-quality, objective advice and service is Warren’s primary mission.  He helps construct and oversee client portfolios tailored to specific, client defined objectives. In addition to advising individuals and families, he assists in managing Valley Wealth Management’s business client relationships and overseeing corporate retirement plans.

Warren has been awarded the professional designation of Registered Financial Consultant (RFC®), presented to financial advisors who meet seven criteria: Education, Examination, Experience, Ethics, Financial Licensure, Conduct and Continuing Professional Education. He also holds Series 7 and 66 licenses.

Warren and his wife Mary have been married since 2003. They are blessed with two children, Addison and Preston, who are extremely active in sports and Break the Barriers. Warren’s interests include spending time and traveling with his family, playing golf, volunteering in the community and watching and waiting for the Los Angeles Dodgers to win another World Series which has taken much longer than expected.




 
 
 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member /

 


Check the background of this financial professional on FINRA's BrokerCheck.