Wealth Management Associates Employee Directory

Wealth Management Associates corporate office is located in 400 Main St Ste 200, Pleasanton, California, 94566, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Wealth Management Associates CEO

Marc MoscowitzChief Executive Officer

Phone

See Profile

Key Employees of Wealth Management Associates

CB
Cameron Benson
Certified Financial Planner
PhoneEmail
LL
Leonard LoDico
Associate
PhoneEmail
KF
Karla Freeman
Administrative Assistant
PhoneEmail
ES
Emma Shaffer
Bookkeeper
PhoneEmail
SC
Sonya Christen...
Client Service Operations Specialist
PhoneEmail
JR
Jody Roth
Certified Financial Planner
PhoneEmail

Wealth Management Associates Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Wealth Management Associates

Hundreds of professionals searching for Wealth Management Associates have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CD
Carolyn Diggs
Email Direct
Client Service Operations Specialist
United States , California , Pleasanton

RC
Ronald Coate
Email Direct
Investment Advisor & Representative & Registered Representative
United States , California , Pleasanton

MM
Marc Moscowitz
Email Direct
Chief Executive Officer
United States , California , Pleasanton

JC
Jacob Coleman
Email Direct
Investment Advisor
United States , California , Pleasanton

KF
Karla Freeman
Email Direct
Administrative Assistant
United States , California , Pleasanton

ES
Emma Shaffer
Email Direct
Bookkeeper
United States , California , Pleasanton

CB
Cameron Benson
Email Direct
Certified Financial Planner
United States , California , Pleasanton

ZC
Zena Cockrell
Email Direct
Staff Accountant
United States , California , Pleasanton

SC
Sonya Christenson
Email Direct
Client Service Operations Specialist
United States , California , Pleasanton

AE
Andrew Eakin
Email Direct
Financial Planner
United States , California , Pleasanton

JR
Jody Roth
Email Direct
Certified Financial Planner
United States , California , Pleasanton

MI
Marilyn Isaac
Email Direct
Client Service Associate
United States , California , Pleasanton

Former Employees at Wealth Management Associates

Explore people who held key positions, contributed to Wealth Management Associates's success, and advanced their careers.

Andrew Kelly

Vice President, Strate... at Kelly Benefits

Worked as Financial Planning Associate

at Wealth Management Associates (2020-2021)

Direct

Sierra Parker

Office Manager at Allen Tax Planning

Worked as Administrative Assistant

at Wealth Management Associates

Direct

Donny Hopoi

Multiple Line Insuranc... at American National Insu...

Worked as Financial Planning Associate

at Wealth Management Associates (2023-2026)

Direct

Mask Content

Manager, Corporate & S... at Aspen Catering

Worked as Accountant

at Wealth Management Associates (2010-2018)

Direct

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Frequently Asked Questions Regarding Wealth Management Associates Employees

How many employees does Wealth Management Associates have?

Wealth Management Associates has 11-50 employees

Who is the CEO of Wealth Management Associates?

Wealth Management Associates’s CEO is Marc Moscowitz

Who are Wealth Management Associates key employees?

Some of Wealth Management Associates key employees are Cameron Benson, Leonard LoDico, Karla Freeman, Emma Shaffer, Sonya Christenson

Where is Wealth Management Associates located?

Wealth Management Associates’s headquarters are located at 400 Main St Ste 200, Pleasanton, California, 94566, United States

How do I contact Wealth Management Associates?

Wealth Management Associates Contact Info: Phone number: (925) 462-6007 Website: www.wealth-mgt.net

What does Wealth Management Associates do?

Wealth Management Associates is an independent financial firm based in Danville, CA, specializing in comprehensive wealth planning for business owners, retirees, and families. Their team of certified financial planners provides personalized financial strategies tailored to clients' unique needs and goals, ensuring a fiduciary approach that prioriti... Read More

Is Wealth Management Associates a public company?

Wealth Management Associates is private company therefore does not currently have an official ticker symbol

See more information about Wealth Management Associates Employees