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 Jon,” said Brian Damiani, CFP®, owner and principal of Wealth Management Associates. “Earning this important designation is the pinnacle within the financial planning industry and requires a high level of dedication, consistency and commitment. Jon has not only completed the requirements but in doing so has displayed a diverse body of knowledge as it relates to investments, estate planning, insurance, retirement planning, income taxes and employee benefits.”
In order the complete the CFP®, a designee must pass six college-level financial planning courses, complete a 10-hour written exam which typically requires 300 hours of study time and accrue three years of relevant work experience. After earning the designation, CFP® professionals must also meet ongoing education requirements.
“Now that Jon has earned this coveted industry honor, we trust that it will only enhance his working relationship with our valued clientele,” added Damiani. “His knowledge and level of expertise have grown exponentially since he began with our firm as a junior level advisor and now, thanks to the hard work and dedication he displayed in earning this designation, Jon will become an even more effective and integral part of our company.”
An investment advisor with Wealth Management Associates, Sullivan joined the firm in 2006, starting first in a back-office support capacity, supporting the firm’s owner with trades, portfolio design and client support. After three years, his talent and dedication earned him an investment advisor position with the growing and successful firm, which, today, allows him to focus his skills on business development, investment due diligence, technology and client investment counsel.
A Pleasanton native, Sullivan graduated from Foothill High School and later attended San Diego State University where he earned a bachelor’s of science degree in financial services.
For more information, please contact Wealth Management Associates at wealth-mgt.net or 925.462.6007.
About Wealth Management Associates
Wealth Management Associates is a leading independent financial services and wealth services company which operates three offices in Northern California. The company’s headquarters is located in the heart of Pleasanton, in the town’s quaint downtown located at 400 Main Street, Suite 200. The company is owned and operated by Certified Financial Planner® Brian Damiani. Over the years the business has been transformed into an organization focused on helping families and individuals to meet their financial goals by providing comprehensive financial planning. Now servicing more than 200 families and individuals, Wealth Management Associates offers the following services: accelerating personal wealth, designing financial portfolios, 401K and IRA management, estate preservation, retirement planning, asset allocation, risk management and life and medical insurance for small businesses and individuals. For more information, please visit wealth-mgt.net or call 925.462.6007.
Brian Damiani and Jon Sullivan are Investment Advisor Representatives with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Securities products and services are not offered through TFA.
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