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Wealth Management Associates Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Wealth Management Associates (WMA) is an investment management firm that focuses on providing personalized financial planning and comprehensive wealth services to individuals and families. The organization supports ongoing financial planning across areas including retirement planning, asset management, estate planning, and insurance analysis, aiming to address clients’ financial goals with a range of investment and insurance solutions. Based in Pleasanton, California, WMA operates two Northern California offices and serves hundreds of clients through direct planning engagements as well as broader advisory services. The firm was established in 1989 and employs professionals who work with clients to deliver professional, personal service in a holistic financial planning context.

Find Wealth Management Associates employees' phone numbers or email addresses

Wealth Management Associates Global Highlights

Location
Employees

North America
108

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  • United States Of America
    102
  • Canada
    6

Europe
26

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  • United Kingdom Of Great Britain And Northern Ireland
    26

Asia
6

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  • India
    4
  • China
    1
  • Singapore
    1

Wealth Management Associates's Leadership

  • Ceo & Wealth Advisor at Wealth Management Associates
    G. F. C. C.
    Ceo & Wealth Advisor
    Mobile Phone
  • President at Wealth Management Associates
    J. A.
    President
    Mobile Phone
  • President at Wealth Management Associates
    T. A. P.
    President
    Mobile Phone
  • President at Wealth Management Associates
    N. S.
    President
    Mobile Phone
  • Owner at Wealth Management Associates
    C. P.
    Owner
    Mobile Phone
  • Vice President at Wealth Management Associates
    A. S.
    Vice President
    Mobile Phone
  • Director at Wealth Management Associates
    G. B.
    Director
    Mobile Phone
  • Director at Wealth Management Associates
    R. R.
    Director
    Mobile Phone

Wealth Management Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Sales
  • Other

Contact profiles from Wealth Management Associates

Name
Title
Contact
Location
Last Update
  • Registered Operations Manager at Wealth Management Associates
    S. K.
    Registered Operations Manager
    Mobile Phone
    Aug 28, 2026
  • Office Manager at Wealth Management Associates
    C. S.
    Office Manager
    Mobile Phone
    UNITED KINGDOM, Leicestershire
    Oct 31, 2023
  • Operations Manager at Wealth Management Associates
    I. F.
    Operations Manager
    Mobile Phone
    UNITED KINGDOM, Leicestershire
    May 24, 2026
  • Manager Foster City Office at Wealth Management Associates
    L. C.
    Manager Foster City Office
    Mobile Phone
    Oct 21, 2024
  • Business Development Manager at Wealth Management Associates
    S. D.
    Business Development Manager
    Mobile Phone
    China, Shanghai
    Aug 22, 2026
  • Staff Accountant at Wealth Management Associates
    Z. C.
    Staff Accountant
    Mobile Phone
    Jun 28, 2026
  • Principal at Wealth Management Associates
    D. C.
    Principal
    Mobile Phone
    Oct 18, 2024
  • Registered Principal, Senior Financial Advisor at Wealth Management Associates
    T. S.
    Registered Principal, Senior Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Business Partner at Wealth Management Associates
    V. K.
    Business Partner
    Mobile Phone
    India, Uttar Pradesh
    Jun 26, 2026
  • Associate Advisor at Wealth Management Associates
    D. C.
    Associate Advisor
    Mobile Phone
    Canada, Alberta
    Jun 24, 2026

Frequently Asked Questions

What is Wealth Management Associates known for?

Minus sign iconPlus sign iconWealth Management Associates was founded in 1989 and operates in the Investment Management industry. You can contact Wealth Management Associates's main corporate office by phone at
+1-925-462-****
. Explore Wealth Management Associates's company overview page for more information.

What is Wealth Management Associates's most common email format?

Minus sign iconPlus sign iconWealth Management Associates employees' email format typically follows the pattern of Last@wealth-mgt.net. Trying to find reliable and up-to-date employee contact data? Find more Wealth Management Associates email formats with LeadIQ.

How many employees does Wealth Management Associates have currently?

Minus sign iconPlus sign iconWealth Management Associates has approximately 42 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Wealth Management Associates's key employees and leadership?

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As of August 2026, Wealth Management Associates's key employees include:

  • Ceo & Wealth Advisor: G. F. C. C.
  • President: J. A.
  • President: T. A. P.
  • President: N. S.
  • Owner: C. P.

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