Cfp® Damon Focaracci

Damon Focaracci is a Certified Financial Planner (CFP®) and a financial advisor based in San Jose, California. He holds additional professional designations, including Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®), highlighting his expertise in wealth management and investment strategies.23

Professional Background

• Current Position: Damon is associated with Wells Fargo Advisors, where he has been employed since November 2021. His role involves providing financial advisory services to clients, focusing on investment strategies and wealth management solutions.14
• Experience: He has over 12 years of experience in the financial services industry, with prior work at UBS Financial Services from May 2012 until December 2021.14

Qualifications

• Certifications:
  • CFP® (Certified Financial Planner)
  • CIMA® (Certified Investment Management Analyst)
  • CPWA® (Certified Private Wealth Advisor)
• Memberships: He is a member of the Investments and Wealth Institute, which underscores his commitment to professional development in the financial advisory field.2

Online Presence

Damon Focaracci actively engages with the professional community on LinkedIn, where he has over 500 connections and shares insights related to financial planning and investment strategies.3

In summary, Damon Focaracci is a well-qualified financial advisor with significant experience and multiple certifications, dedicated to helping clients manage their investments and wealth effectively.