Pleasanton-Based Certified Financial Planner Brian Damiani Honored Among Top Independent Representatives Nationwide for Transamerica Financial Advisors, Inc
Brian Damiani, CFP®, principal and owner of Pleasanton-based Wealth Management Associates, has been named among broker Transamerica Financial Advisors, Inc. (TFA) Pinnacle Club, a coveted honor recognizing the top 5% of independent representatives nationwide within TFA for 2009. As part of his... - March 02, 2010
Pleasanton-Native Jon Sullivan Earns Certified Financial Planner Designation
Pleasanton-based Wealth Management Associates, the Tri-Valley’s premier independent financial services and insurance company, today announced Jon Sullivan, one of its junior level executives, has earned his Certified Financial Planner™designation. “We are extremely proud of... - February 21, 2010
Pleasanton-Based Wealth Management Associates Taps Into Technology with Sweeping New Marketing Campaign
Wealth Management Associates Launches Sweeping New Marketing Campaign - July 15, 2009
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