Wealth Management Associates - Pleasanton, CA

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Pleasanton, CA
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

t vehicles. Securities offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors. Registered Investment Advisor, 400 Main Street, Suite 200, Pleasanton, CA 94566. Some Advisory Services offered through Continuum Advisory, LLC., 400 Main Street, Suite 200, Pleasanton, CA, (925) 462 – 6007. Triad Advisors is not affiliated with Facebook and is not responsible for Facebook's privacy or security policies. Triad Advisors does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and likes to other sites are for informational purposes only.

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

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.

Address

6600 Koll Center Parkway, Suite 110
Pleasanton, CA
94566

Website

http://www.wealth-mgt.net/

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Wealth Management Associates - Pleasanton, CA

06/07/2023

05/26/2023

05/26/2023

02/17/2023

01/13/2023

12/30/2022

11/23/2022

11/11/2022

09/02/2022

07/01/2022

06/30/2022

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