ChFC®, CFP®, Series 7 & 63 Securities Registrations*, Series 65 Advisory Regulation†
For Damien, maintaining the highest level of professionalism and integrity with clients is paramount. He has helped clients prioritize, organize, and simplify their financial matters and has experience in investment, retirement, estate and insurance planning. Damien joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. He combines customized financial strategies with his money management knowledge to help clients prepare for retirement and to stay retired.A native of the Bay Area, Damien is an avid fan of the local teams. He enjoys golf, fitness, hiking, and skiing. Damien and his wife, Lynn, reside in Alamo where they raised their now college-age children Natalie (UCLA) and Nicholas (Cal).
- BA – Economics, University of California at Davis
- Chartered Financial Consultant
- Certified Financial Planner™ Professional
Damien is located in our Walnut Creek, CA office.
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* Securities registrations are held with LPL Financial, Member FINRA, SIPC.
† Advisory registrations are held with Wealth Enhancement Advisory Services.