Our Team

Click here for bios and complete details on our team

_MG_1780_1111-2Brian Damiani, CFP®
Owner and Principal
Investment Advisor Representative with Transamerica Financial Advisors, Inc.
Wealth Management Associates
400 Main Street, Suite 200, Pleasanton, CA 94566
800.770.0881 or 925.462.6007
925.462.6008 (fax)
briandamiani@wealth-mgt.net

Brian Damiani is the Owner and Principal of Wealth Management Associates, an independent financial services company. As Owner and Principal Brian works directly with the firm’s impressive and loyal clientele, creating trust through impeccable service and unbiased advice. A Certified Financial Planner®, WMA clients enjoy direct access to Brian who offers a diverse range of investment services and advice. 

_MG_1845_1173Jon Sullivan CFA, CFP®
Investment Advisor Representative with Transamerica Financial Advisers, Inc.
Wealth Management Associates
400 Main Street, Suite 200 , Pleasanton, CA 94566
 800.770.0881 or 925.462.6007
925.462.6008 (fax)
jonsullivan@wealth-mgt.net

Jon Sullivan is an Investment Advisor Representative who has been with WMA since 2006. Jon initially started with the firm in the back-office capacity with trades, portfolio design and client support. Currently Jon is our pension plan expert and specializes in helping business owners create an investment platform that best meets their needs.

24Andrew Eakin, ChFC®
Investment Advisor Representative with Transamerica Financial Advisers, Inc.
Wealth Management Associates
400 Main Street, Suite 200  Pleasanton, CA 94566
 800.770.0881 or 925.462.6007
925.462.6008 (fax)
andreweakin@wealth-mgt.net

Andrew Eakin is a Financial Planner who joined Wealth Management Associates in 2011 following a successful career with a prestigious South Bay financial planning firm.  Currently Andrew works with our firms individuals, families and small businesses in the areas of financial planning, college planning, life insurance.

7Kim Damiani
Investment Advisor Representative with Transamerica Financial Advisors, Inc.
Wealth Management Associates
400 Main Street, Suite 200 | Pleasanton, CA 94566
800.770.0881 | 925.462.6007
925.462.6008 (fax)
 kimdamiani@wealth-mgt.net

Kim Damiani is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. and has been a member of the Wealth Management Associates team since 2011. Kim holds the Series 7 and Series 66 securities registrations, and is studying for several other licenses including her CFP. Kim gets great satisfaction from helping clients gain a better understanding of the seemingly complex world of finance and helping individuals and families reach their financial goals.

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