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The Partners
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| Noelle Allen, CPA |
Noelle Allen, CPA
is a nationally recognized tax professional with 25 plus years experience working in the industry. She is currently a member
of the California CPA Society and a member and past chairperson of the California CPA Society State Tax Committee. In addition
to her practice, Noelle has been a professional lecturer for the past 25 years. She has published articles on current tax
topics for The Tax Adviser and other periodicals as well as a humorous book entitled Confessions of a Tax Accountant.
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| Mark Allen, CFP®, EA, MSFP |
Mark Allen,CFP®, EA is The "go-to professional" specializing in tax and
wealth management services for small business owners and real estate investors. 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), and an Investment Advisor Representative with TransAmerica Financial
Advisors. Mark integrates all disciplines into a holistic, client-centered approach towards maximizing your after-tax income
and wealth.
Currently, Mark serves as treasurer of his son's Cub Scout Pack (Pack 465). 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, mountain biking, skiing, kayaking, and many other outdoor activities.
Mark also works part-time out of the Pleasanton Wealth Management Associates office.
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| Proud Members |
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| Proud Member Since 2003 |
Our Staff
May Barisone, Office Manager - May comes to us with over 15 years
of office management in the dental industry. While May is a native San Franciscan, she is considered a local in El Dorado
County for her time living here and her contribution to the local community. At one point she was the honorary Mayor of El
Dorado Hills. She has a tremendous wealth of knowledge about our local area.
Callie Neville, EA, Staff Accountant - Callie has over
25 years of professional tax experience, including fourteen years with one of the Big Four firms. Through the years,
she gained considerable experience, including federal and multi-state issues for individuals, fiduciaries, estates, and businesses,
as well as non-profits. She thrives on helping you to better understand your tax requirements while making the process
as easy and painless as possible for you.
Our Associates
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| Brian Damiani, CFP(r) |
Brian Damiani, Investment Advisor Representative – a Certified
Financial Planner™ professional with a B.S. in Business Administration from Saint Mary's College. Brian has completed
Graduate level Financial Services courses at Golden Gate University. He resides in Pleasanton with his wife and children and
runs the day to day operations of Wealth Management Associates. Brian is active in the community as serves on the Board of
his local Rotary club. For more information about Brian and his practice visit www.weath-mgt.net.
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