Brian J. 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 achievement, Damiani was also honored as the number 14 independent advisor, outpacing some 700 TFA independent representatives nationwide.
“Brian has consistently demonstrated exceptional client service performance and shines as a beacon in the financial planning industry,” said Angelo Ojeda, vice president of marketing and sales for Transamerica Financial Advisors, Inc.. “He has a long lineage of loyal and satisfied customers and we attribute that to his superior level of professionalism and his dedication to customer service excellence.”
As a member of TFA’s top 5%, Damiani was extended an invitation to the company’s “Annual Leaders Conference,” a five-day conference conducted exclusively for the company’s top producing independent representatives. This year’s retreat was held in Puerto Rico, January 10-15, 2010.
Damiani has more than 10 years of experience in the financial planning sector. He specializes in accelerating personal wealth, designing financial portfolios, 401(k) and IRA management, estate preservation, retirement planning, insurance services and tax planning, among other specialties.
Damiani joined Wealth Management Associates in 1999 as a protege to Wealth Management Associates co-owner and founder Wendell Cayton. Damiani eventually took over the reigns of the company and now serves as the lead independent advisor, serving the company’s more than 500 clients. In 2009, Damiani was also honored with TFA’s Pinnacle Club honor after earning recognition as the No. 2 independent representative nationwide, outpacing an estimated 700 independent representative within his brokerage.
In his spare time, Damiani enjoys spending time with his wife, Kate, and their three daughters, Julia, Emily and Lauren. He also enjoys volunteering with the Pleasanton North Rotary and is scheduled to be installed as the Pleasanton North Rotary President for 2010-2011.
For more information, please contact Wealth Management Associates at 925.462.6007 or online at wealth-mgt.net.
About Wealth Management Associates
Wealth Management Associates is a leading independent financial planning 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.
Investment Advisor Representative 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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