Our Advisors

located in California

Brian Damiani

Wealth Management Associates

400 Main Street, Ste 200
Pleasanton, CA 94566
925-462-6007

Jon Sullivan

Wealth Management Associates

400 Main Street, Ste 200
Pleasanton, CA 94566
925-237-9240

Mark Allen

Wealth Management Associates – Folsom

2600 E. Bidwell Street, Ste 210
Folsom, CA 95630
916-358-7374

Andrew Eakin

Wealth Management Associates – Danville

171 Front Street, Ste 106
Danville, CA 94526
925-217-4234

Jacqueline Lakocy

Transitional Wealth Strategies

820 Bay Avenue, Ste 230B
Capitola, CA 95010
415-381-6454

Nicholas Lentini

Lentini Financial Advisory

24359 Walnut Street, Unit B
Santa Clarita, CA 91321
661-254-7633