Wealth Management Associates - Pleasanton, CA
We help you focus on the more important things in life, while we focus on creating, monitoring, & evaluating your financial portfolio.
Wealth Management Associates (WMA) was founded in 1989. Over the years the business has been transformed into an organization focused on helping families and individuals to meet their financial goals by providing financial services. As a company we use our 20 years of combined service to provide our clients with professional service on a personal level by using a variety of insurance and investmen
06/07/2023
Wealth Management Associates is proud to announce that Investment Advisor Cameron Benson has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation.
We recognize Cam’s hard work and achievement in earning his Certified Financial Planner™ designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. Candidates must successfully complete coursework in the areas of investment, tax, retirement, estate, insurance, finance, and education planning. CFP® professionals also agree to uphold CFP Board’s Code of Ethics and Standards of Conduct as well as earn continuing education credits.
Please join us in congratulating Cam on his achievement!
05/26/2023
Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt
05/26/2023
Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt
02/17/2023
Our office will be closed on Monday, February 20th in observance of President's Day.
We look forward to serving you when we return to the office on Tuesday, February 21st.
01/13/2023
"The time is always right to do what is right."
-Martin Luther King Jr.
Our office will be closed on Monday, January 16th in observance of Martin Luther King Jr. Day.
We look forward to serving you when we return on Tuesday, January 17th.
12/30/2022
May this year bring new happiness, new goals, new achievements, and a lot of new inspirations in your life. Wishing you a year full of happiness.
11/23/2022
A special greeting this holiday to express our deep thanks and sincere gratitude for your confidence and loyalty. Wishing you and yours a very happy and healthy Thanksgiving Day.
Our office will be closed on Thursday, November 24th and Friday, November 25th.
11/11/2022
Wealth Management Associates proudly salutes our brave service members and their families and are grateful for the sacrifices they have made to ensure our nation's freedoms. We thank them for their service. Happy Veterans Day!
09/02/2022
Our office will be closed on Monday, September 5th in observance of Labor Day. We will resume normal business hours on Tuesday, September 6th.
07/01/2022
Our office will be closed on Monday, July 4th in observance of Independence Day.
We will resume normal business hours on Tuesday, July 5th.
06/30/2022
Please join us for a Mid-Year Outlook
presented by Brian Damiani & David P***k of Capital Group
Tuesday, July 12th
12:00pm PST
Click here to register: https://us06web.zoom.us/.../reg.../WN_7ZOuEcOYQXGHodDcz0KUKQ
We invite you to join us for a webinar we are hosting, in partnership with Capital Group, featuring David P***k, an Equity Investment Director with Capital Group. Capital Group, a respected investment partner, runs and manages American Funds Investments. David will share his perspective on the current market and economy. Wealth Management utilizes American Funds investments, and most of our clients have exposure to these funds in their current allocation.
David P***k brings 38 years of investment experience and has navigated many bear markets during his tenure. We are excited to have David join us to share his perspective and thoughts.
Securities offered through Triad Advisors Member FINRA & SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.
05/26/2022
12/23/2021
This Christmas, our team at Wealth Management Associates wishes you and your loved ones all the best the holiday season has to offer.
In the spirit of this season, our office will be closed on Christmas Eve.
Happy holidays!
09/14/2021
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Our Story
Wealth Management Associates (WMA) was founded in 1989. Over the years the business has been transformed into an organization focused on helping families and individuals to meet their financial goals by providing financial services. As a company we use our 20 years of combined service to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles.
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.
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Address
6600 Koll Center Parkway, Suite 110
Pleasanton, CA
94566
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