Brian J. Damiani,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Damiani, CFP®

Registered Representative

Wealth Management Associates

400 Main St, Ste 200
Pleasanton, CA 94566
FINANCIAL ADVISOR'S WEBSITE
(925) 462-6007

General

Brian Damiani is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Associates in Pleasanton, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, NV, ID
  • Health/disability insurance: CA, NV, ID
  • Fixed annuities: CA, NV, ID
  • Variable annuities: CA, NV, ID

Broker-Dealer Disclaimer

Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Men's Finances, Nontraditional Households, Women's Finances

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