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Live for Today.

Plan for Tomorrow.

Financial Solutions Designed for Business Owners, Retirees and Families

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Guiding You Towards Financial Independence

Through Comprehensive Wealth Planning


Welcome to Wealth Management Associates, an independent financial firm helping clients manage their wealth and align it with their goals. Our team of specialists works with individuals and their families across all life stages to optimize their finances and achieve the life they desire.


Awards & Recognitions1


Readers' Choice | Pleasanton Weekly 2018 | Pleasanton CA | Wealth Management Associates

Readers' Choice | Pleasanton Weekly 2017 | Pleasanton CA | Wealth Management Associates

Readers' Choice | Pleasanton Weekly 2018 | Pleasanton CA | Wealth Management Associates

Rotary Club Gold Level Sponsorship | Pleasanton CA | 2017 | Wealth Management Associates

Pleasanton Senate Award | Pleasanton CA | Wealth Management AssociatesImage Caption

Pleasanton Run For Education Award | Wealth Management Associates | Pleasanton CA

Readers' Choice Award 2015 | Pleasanton CA | Wealth Management Associates

Readers' Choice Award 2014 | Pleasanton CA | Wealth Management Associates

Readers' Choice Award 2013 | Pleasanton CA | Wealth Management Associates

Readers' Choice Award 2011 | Pleasanton CA | Wealth Management Associates


We’re Passionate About Supporting You As Your Life Evolves

Through a Partnership with Us, You Can Expect…


Constantly Evolving Expertise | Wealth Management Associates | Pleasanton CA

Constantly Evolving Expertise

As CERTIFIED FINANCIAL PLANNER™ professionals, our team brings extensive knowledge and training to manage your finances. But we’re always striving to learn more. Our team stays educated on everything from the latest tax laws to the global financial climate, and we apply this to your personal financial life.

A Strictly Fiduciary Approach | Wealth Management Associates | Pleasanton CA

A Strict Fiduciary Approach

As legal fiduciaries, we are required to place your best interest ahead of our own. However, this would be the case even without our legal standing. We care for our clients’ wealth as if it were a close family member’s—and we don’t believe wealth management should be done any other way.

Personalized Wealth Strategies | Wealth Management Associates | Pleasanton CA

Personalized Wealth Strategies

We never make any recommendations before learning as much as we can about you, your needs, wants and goals. Through insightful conversations together, our team is armed with the information necessary to create a personal financial strategy that truly aligns with you and your life.




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Wealth Management Associates Is a Team of Professionals Working Together in a Partnership With Our Clients to Achieve Their Financial Goals

Our Story

What began as a one-person firm back in 1989 has since evolved to a full team of advisors and financial professionals. While we have grown and expanded our capabilities over the years, our mission has remained the same: we help people shape their futures through truly personalized financial planning and an ongoing relationship. Our ultimate goal is to help our clients achieve financial independence that allows them to focus their time on their passions and loved ones.

When you work with us, our advice is tailored to you and your family’s distinct concerns and goals. As an independent firm and legal fiduciary, your own needs and best interests remain our focus. Our team is here to serve as your trusted advocates, and we look forward to doing so for decades to come.

As fiduciary advisors, our team ensures that your needs are met not just the day you start working with us but each day after that, protecting you for the long term. Trusting someone with your financial future is no small task, and we show our gratitude by providing answers that are honest, straightforward, and designed to do what’s best for you.

Wealth Management Associates

Andrew Eakin, ChFC Photo

Andrew Eakin, ChFC

Financial Planner
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Andrew Eakin

Andrew Eakin, ChFC

Financial Planner


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.

Andrew first entered the financial services industry after graduating from Hamilton College in New York with a degree in public policy. He immediately distinguished himself among other veteran financial planners, gaining a unique background with institutional investment experience as an over the counter market trader and associate sales trader as well as retail investment, training and planning experience as an investment specialist.

In addition to his business success, Andrew is an accomplished athlete. A triathlete, he has competed in half Ironman and the Escape from Alcatraz Triathlon, among others. He also enjoys surfing in Capitola and Santa Cruz. Andrew and his wife, Susan, reside in Danville with their three children, Tyler, Wyatt, and Kayla.

Team Details


Address

344 Railroad Avenue, Suite #200F Danville, CA 94526

Office

925-217-4234 (Direct Line)

925-336-9189 (Mobile)

Fax

925-208-4064

Email

Brian Damiani, CFP® Photo

Brian Damiani, CFP®

Owner And Principal
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Brian Damiani

Brian Damiani, CFP®

Owner And Principal


As a Certified Financial Planner, and fiduciary, Brian works in his clients’ best interests, while committing himself to excellence and service. Earning his clients’ trust is in Brian’s code of ethics, as is serving clients with respect and offering sage and unbiased financial advice.

Brian graduated with his Bachelor’s degree in Business Administration from Saint Mary’s College in Moraga and attributes much of his business acumen to his excellent education. He finds that by reaching into the community, one finds visibility. However, more importantly, this also helps to develop a give-back attitude. 

Brian is the past president of both Pleasanton RAGE Soccer and the Pleasanton North Rotary Club. Brian is an active supporter in the school district, and his office is an active member of the Pleasanton Chamber of Commerce. In his spare time, Brian enjoys spending time with his wife and three daughters. He is an avid snow skier, and has an affinity for mountain biking, and hiking. He enjoys the outdoors where he finds relaxation and inspiration for much of his life’s work.

Team Details


Address

344 Railroad Avenue, Suite #200F Danville, CA 94526


873 E State Street

Eagle, ID 83616


Office

925-462-6007 or  208-310-7486

Fax

925-462-6008

Email

Calendar

Cameron Benson, CFP®  Photo

Cameron Benson, CFP®

Investment Advisor
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Cameron Benson

Cameron Benson, CFP® 

Investment Advisor


At the end of the day, Cameron’s job is to best position you for financial independence through planning. Everyone’s life is unique and complicated in their own way when it comes to finances but—with the right preparation—Cameron and the Wealth Management team can help you accomplish your goals.   

Cameron graduated from Boise State University school of Business and Economics with a Bachelor’s Degree in Business Administration. During his junior and senior years at Boise State, he managed his personal brokerage account, where he was able to generate adequate returns to pay for living expenses and help fund his education.

Quickly following college, he took a couple months and completed a dream of his—receiving a Private Pilot’s License. It wasn’t soon after that he reached out to New York Life Insurance in hopes of starting a career in the Finance & Insurance industry(s). He spent a month studying for his health and life insurance licenses and with passing both, he joined NYL for roughly 5 months before realizing that his true passion was wanting to help individuals with holistic financial planning.

On the weekends or during free time, Cameron enjoys playing a round of golf in the summer months or skiing during the winter months. Cameron is also a Private Pilot—every so often you’ll find him exploring the beautiful state of Idaho from the sky.

Team Details


Address

873 E State Street | Eagle, ID 83616

Office

208-310-7486

Email

Calendar

Carolyn Diggs Photo

Carolyn Diggs

Client Service - Operations Specialist
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Carolyn Diggs

Carolyn Diggs

Client Service - Operations Specialist


Carolyn Diggs comes to Wealth Management Associates with seventeen years’ experience working with a Registered Investment Advisor, providing operations and client support. She brings with her a strong belief in building a successful relationship by developing trust and ensuring the client’s needs are met.

Prior to working in the RIA environment, she took time off to raise her children and was actively involved in the community and their schools. Carolyn spent several years in the financial and data processing arena, managing business units and client service departments.

Carolyn was born and raised in Wisconsin and relocated to California after studying at the University of Wisconsin and majoring in business. Carolyn lives in Pleasant Hill with her husband, John. She has two grown children; her daughter, Caitlin, recently married is a practicing Veterinarian and her son, Jack, is a recent CSU Chico graduate, majoring in Business.

Team Details


Address

344 Railroad Avenue, Suite #200F Danville, CA 94526

Office

925-462-6007

Fax

925-462-6008

Email

Donny Hopoi Photo Donny Hopoi Hover Photo

Donny Hopoi

Financial Planning Associate
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Donny Hopoi

Donny Hopoi

Financial Planning Associate 


As a Financial Planning Associate for Wealth Management Associates, Donny works closely with business owners and their 40ks plans providing plan administration and participant education. 

Donny was born and raised in Aiea, Hawaii where he attended Kamehameha Schools.  He was recruited to play golf at Dixie State University, where he led the team to two PacWest Conference championships.   After two years at Dixie State, Donny jumped on the opportunity to play for Dan Potter at Boise State University, where he won the Washington State University Cougar Classic. 

Donny graduated from Boise State University with a bachelor’s in business administration. He spent the next two years playing professional golf on several mini tours before realizing his he realized his true passion was finance.  Donny began his career at American National Insurance where he attained the Blue Vase award for exceptional client service.  During his time in the insurance business, he realized his passion for finance went beyond insurance and his dream job was to guide his clients through all aspects of their financial portfolio, including investments and financial planning. He joined the 401k Source in 2021, which later merged with Wealth Management Associates in 2023.

Donny is actively involved with the First Tee of Idaho and truly believes the introduction to the game of golf and its inherent values is extremely valuable to the next generation. 

In his free time, you will find Donny on the golf course, mountain biking on one of Idaho’s trails or playing a game of tennis. 

Team Details


Address

873 E State Street Eagle, ID 83616

Office

208-287-4400 (Office)

Fax

925-462-6008

Email

Jacob Coleman Photo

Jacob Coleman

Investment Advisor
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Jacob Coleman

Jacob Coleman

Investment Advisor


As a fiduciary, Jacob prides himself in offering unbiased advice tailored to every individual’s financial needs. He enjoys the challenge of developing highly personalized, yet simple solutions to complex financial situations. 

Jacob believes that each person should leave the world a little better than they found it. He enjoys giving back to his community by providing complimentary advice to local food banks, churches, and other non-profit organizations to help them improve their daily operations and financial practices.

Jacob and his wife, Dawn, live in Meridian with their children, Marshall, Samara, and Gabe. As a family, they are all very active and involved with The Ambrose School. Jacob and his family enjoy all the outdoor recreation Idaho has to offer, including hiking, camping, fishing, and skiing.


Jacob Coleman is not affiliated with Triad Advisors, Inc.

Team Details


Address

873 E State Street | Eagle, ID 83616

Office

208-310-7486

Email

Calendar

Jennie Weitz Photo

Jennie Weitz

Client Service - Operations Specialist
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Jennie Weitz

Jennie Weitz

Client Service - Operations Specialist


Jennie comes to Wealth Management Associates with eighteen years of experience working with a Registered Investment Advisor, providing operations and client support. She brings with her a strong belief in building a successful relationship by developing trust and ensuring our client’s needs are met.

She has been a volunteer coach with the Special Olympics of Idaho “Ghostbusters” team since 2008.  Jennie has had the privilege of working directly with athletes, coaching a wide range of sports, including, floor hockey, soccer, and most recently bocce ball.  

Jennie is a Treasure Valley native. In her spare time, you’ll find her hiking Table Rock with her rescue pups, Poppy & Chili, or enjoying a round of golf at one of Idaho’s beautiful courses.

Team Details


Address

873 E State Street | Eagle, ID 83616

Office

208-310-7486

Email

Jon Sullivan, CFA, CFP® Photo

Jon Sullivan, CFA, CFP®

Investment Advisor Representative And Registered Principal
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Jon Sullivan

Jon Sullivan, CFA, CFP®

Investment Advisor Representative And Registered Principal


As an Investment Advisor representative and principal for Wealth Management Associates, Jon Sullivan had built a successful financial practice embracing the business community. While committing himself to his professional development, Jon also serves as the office supervisor overseeing the other advisors in the office.

As a Pleasanton CA. native, Jon is a Foothill High School alum and  earned his Bachelor’s degree in Financial Services from San Diego State University. Among his many achievements, Jon wrote a personal finance column for the university newspaper – a smart investment of time helping others to succeed.

Jon lives in Oakland, CA, with his wife and daughters and enjoys following Major League Baseball, Mediterranean cooking and listening to music. Jon’s give-back attitude involves the Big Brother/Big Sister organization since 2010.

Team Details


Address

344 Railroad Avenue, Suite #200F Danville, CA 94526

Office

925-462-6007

Fax

925-462-6008

Email

Calendar

Mark Allen, CFP®, EA Photo

Mark Allen, CFP®, EA

CFP®, EA, MS FINANCIAL PLANNING
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Mark Allen

Mark Allen, CFP®, EA

CFP®, EA, MS Financial Planning


Mark Allen, CFP®, EA, is the “go-to professional” specializing in tax preparation and planning for small business owners and individuals. Along with his Master’s degree in Financial Planning, Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, California Life & Health Insurance licensed (#0G29808) with a specialty in long-term care.

Mark integrates all disciplines into a holistic, client-centered approach towards maximizing your after-tax income and protection of your assets. Mark offers additional financial services through his relationship with the Pleasanton and Folsom based Wealth Management Associates, Inc. Offices.

Mark has been an educator for the California CPA Education Foundation and is an active Assistant Scout Master for his son’s Boy Scout Troop (Troop 645). In the past he has served as a director and treasurer of the Cameron Park – Shingle Springs Chamber of Commerce. He resides with his wife and children in El Dorado Hills where he enjoys gardening (aquaponics), mountain biking, swimming, skiing, kayaking, and many other outdoor activities.

Team Details


Address

2280 E. Bidwell St. Ste. 200 Folsom CA 95630

Office

916-932-0660

Fax

530-672-9725

Email

Mary Machado Photo

Mary Machado

Financial Planning Associate
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Mary Machado

Mary Machado

Financial Planning Associate


Mary has been working in the Financial Planning industry since 1992 and has been with WMA since 2016. Her experience and education give her valuable knowledge in helping advisors assist their clients in providing excellent service. She creates the Financial Plans, assists in trading, and handles Life Insurance processes for WMA.

Mary grew up in the San Francisco Bay Area and holds a BA in Economics from UC Santa Barbara. She currently resides in Marin County. In her spare time, you can find her practicing yoga, hiking Mt. Tamalpais or spending days at the beach with her family and friends.  

Team Details


Address

344 Railroad Avenue, Suite #200F Danville, CA 94526

Office

925-462-6007

Fax

925-462-6008

Email

Ron Coate Photo

Ron Coate

Investment Advisor
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Ron Coate

Ron Coate

Investment Advisor


Ron Coate is a Registered Representative and Investment Advisor Representative with Triad Advisors and Wealth Management Associates. After several years in the accounting profession, Ron realized his passion was spending time with people. This desire led him to the financial services industry, allowing him to work more closely with the clients he serves and appreciates.

As a former Accountant, Ron has a firm grip on tax law and regulations as well as estate planning.  He focuses on financial planning designed to prepare clients for retirement, manage their resources throughout their retirement, and creates customized investment portfolios that align their financial resources with their long-term goals.

Ron has four grown children, two stepchildren and two beautiful granddaughters and loves spending time with his wife, Kathe and their Golden Retriever, Beau. They split their time between Eagle and McCall. Ron loves the outdoors and Idaho mountains and spends most weekends in McCall socializing with friends, hiking, fishing, golfing and sailing.

Team Details


Address

873 E State Street

Eagle, ID 83616

Office

208-344-1900

Email

Sonya Christenson Photo

Sonya Christenson

Client Service - Operations Specialist
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Sonya Christenson

Sonya Christenson

Client Service - Operations Specialist


Sonya is a graduate of Idaho State University and has been working in the Financial Services Industry since 2002. She has been working with Ron Coate since July 2006 handling all operations and client service. Sonya is dedicated to operational excellence and takes pride in ensuring that clients receive the support they need.

Sonya was born in Idaho Falls, ID. She enjoys spending time with family and friends, traveling, scrapbooking, sewing, and reading. She gives back to her community by volunteering in the Nampa School District and participating in the Relay for Life in Idaho Falls, Idaho.

Team Details


Address

873 E State Street

Eagle, ID 83616

Office

208-344-1900

Email

Teresa Yragui Photo

Teresa Yragui

Investment Advisor
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Teresa Yragui

Teresa Yragui

Investment Advisor


Teresa Yragui brings over thirty years of experience in the financial services industry working with retirement planning and structuring income post-retirement. Teresa is passionate about investor education, in particular, and helping people to achieve their goals.

Prior to becoming a registered investment representative in 2001, Teresa held management positions in bank trust departments, specializing in Corporate Retirement Plans.

Teresa was raised in San Francisco and has resided in Eagle, Idaho since 1993. She has a Master’s Degree in Public Administration from Boise State University. She has been married for more than thirty years to her best friend Ron. Her loves are camping in Idaho and in the North Sierras and exploring the foothills above Eagle with her dog, Zoe.

She believes in giving back to the community and has maintained leadership positions at multiple area non-profits over many years.

Team Details


Address

873 E State Street

Eagle, ID 83616

Office

208-343-1887

Email


Our Tailored Services

Helping You Establish Lasting Financial Comfort

Financial Freedom is About Being Able to Choose How You Live Your Life


And that’s what we strive to accomplish for each of our clients. Through personalized financial planning, we work one on one with you to learn about your needs, goals and risk tolerance—and construct your financial plan accordingly.

Sound Like You?

Business owners, high-performing professionals, and retirees who worked hard for their wealth all share a common goal. They want to work with a team who can identify their opportunities and understand the nuances of their financial portraits. Our experienced team collaborates for each and every client, providing complementary skills and wide-ranging expertise, to build and protect your wealth for years to come.

Connect with Us

How Our Process Works

Gain Financial Clarity and a Path to Pursue Your Passions

Experience the Peace of Mind to Focus on Your Life


When we think of what financial freedom feels like to our clients, it usually stems from peace of mind. It’s having a plan in place. It’s knowing your finances are organized. It’s having a team you can always count on. Our process is designed to get you to this place of peace of mind. The result? You’re able to live your life without financial stress and fully focused on the people you love, your work and your passions.


How to Get Started

The first step in our process is to simply have a casual introduction meeting. Whether you have specific questions in mind or you’re not sure exactly what you need, we encourage you to get in touch. Should you feel we are not the best fit for you and your situation, you are under no obligation to pursue a relationship with your firm. Reach out to us today to set up your consultation.

Reach Out for a Consultation


What to Expect If Partnering with Us for the Long Term


Under our wealth management services, you will meet with your dedicated advisor as often as required, preferably no less than once or twice a year. We also have a dedicated staff of professionals to assist with all administrative functions of your accounts. We will be on call related to any financial questions throughout the year and are responsible for following up and returning any voice mails or emails in a timely manner (within 24-48 hours).


Discover Your Goals

Create Your Financial Plan

Implement Plan

Monitor Your Progress

Contact Your Local Wealth Management Associates Team Today

We Look Forward to Hearing From You


Wealth Management for Danville, CA

Request a Complementary Meeting


Danville, CA

344 Railroad Avenue, Suite #200F
Danville, CA 94526

925-217-4234


Wealth Management for Eagle, ID

Request a Complementary Meeting

Eagle, ID

873 E State Street

Eagle, ID 83616

208-310-7486



Wealth Management for Folsom, CA

Request a Complementary Meeting

Folsom, CA

2600 East Bidwell Street, Suite 210

Folsom, CA 95630

916-932-0660

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