Brian Damiani
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Brian Damiani Email & Phone Number

CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management Associates at Wealth Management Associates
Location: Pleasanton, California, United States 2 work roles 1 school
2 work emails found @wealth-mgt.net 2 phones found area 925 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email a****@wealth-mgt.net
Direct phone (925) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management Associates
Location
Pleasanton, California, United States
Company size

Who is Brian Damiani? Overview

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Quick answer

Brian Damiani is listed as CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management Associates at Wealth Management Associates, a company with 19 employees, based in Pleasanton, California, United States. AeroLeads shows a work email signal at wealth-mgt.net, phone signal with area code 925, and a matched LinkedIn profile for Brian Damiani.

Brian Damiani previously worked as Resort Manager of Guest Services at Squaw Valley Ski Corp. Brian Damiani holds Bachelor Of Science (B.S.), Business Administration from St. Mary'S College Of California.

Company email context

Email format at Wealth Management Associates

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*@wealth-mgt.net
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AeroLeads found 2 current-domain work email signals for Brian Damiani. Compare company email patterns before reaching out.

Profile bio

About Brian Damiani

Brian Damiani is the Owner and Principal of Wealth Management Associates, an independent financial services company. He works directly with the firm’s impressive and loyal clientele, helping create trust through impeccable service and unbiased advice. A CFP® professional, WMA clients enjoy direct access to Brian who offers a diverse range of investment service and advice including: helping accelerate personal wealth, designing financial portfolios, 401(k) and IRA management, estate preservation, retirement planning, asset allocation, risk management, and life insurance. His goal is to help WMA’s clients reach their financial goals by applying financial planning principles and solutions that are tailored to each client’s unique circumstances. WMA was founded in 1989 and 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. Serving over 300 families in an advisory/asset management capacity. The professionals at our company also services over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. Triad Advisors' financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.www.finra.orgwww.sipc.org

Listed skills include Financial Plans, 401 Plans, Life Insurance, Annuities, and 9 others.

Current workplace

Brian Damiani's current company

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Wealth Management Associates
Wealth Management Associates
CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management Associates
pleasanton, california, united states
Website
Employees
19
AeroLeads page
2 roles · 30 years

Brian Damiani work experience

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Cfp® Investment Advisor Representative With Continuum Advisory At Wealth Management Associates

Current

Pleasanton, CA

Jan 2000 - Present
Team & coworkers

Colleagues at Wealth Management Associates

Other employees you can reach at wealth-mgt.net. View company contacts for 19 employees →

1 education record

Brian Damiani education

FAQ

Frequently asked questions about Brian Damiani

Quick answers generated from the profile data available on this page.

What company does Brian Damiani work for?

Brian Damiani works for Wealth Management Associates.

What is Brian Damiani's role at Wealth Management Associates?

Brian Damiani is listed as CFP® Investment Advisor Representative with Continuum Advisory at Wealth Management Associates at Wealth Management Associates.

What is Brian Damiani's email address?

AeroLeads has found 2 work email signals at @wealth-mgt.net for Brian Damiani at Wealth Management Associates.

What is Brian Damiani's phone number?

AeroLeads has found 2 phone signal(s) with area code 925 for Brian Damiani at Wealth Management Associates.

Where is Brian Damiani based?

Brian Damiani is based in Pleasanton, California, United States while working with Wealth Management Associates.

What companies has Brian Damiani worked for?

Brian Damiani has worked for Wealth Management Associates and Squaw Valley Ski Corp.

Who are Brian Damiani's colleagues at Wealth Management Associates?

Brian Damiani's colleagues at Wealth Management Associates include Emma Shaffer, Fang Fang, Jean Stringer, Len Lodico, and Chris Edder.

How can I contact Brian Damiani?

You can use AeroLeads to view verified contact signals for Brian Damiani at Wealth Management Associates, including work email, phone, and LinkedIn data when available.

What schools did Brian Damiani attend?

Brian Damiani holds Bachelor Of Science (B.S.), Business Administration from St. Mary'S College Of California.

What skills is Brian Damiani known for?

Brian Damiani is listed with skills including Financial Plans, 401 Plans, Life Insurance, Annuities, Mutual Funds, Succession Planning, Fixed Annuities, and Wealth Management.

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