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2600 East Bidwell Street, Suite 210, Folsom, CA 95630

(916) 358-7374
markallen@wealth-mgt.net
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About Us

Meet the team
We're here for you

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.

WMA Difference
The Ones making A Difference

Founded in 1989, our firm has grown from a one-person shop to a full team of experienced
professionals. Our mission is to help you achieve financial independence – so you can focus
more on what you love and less on what keeps you up at night.
We believe financial advice should be:

Personal ● Honest ● Always in your best interest

Mark Allen

Mark Allen, CFP®, EA

CFP®, EA, MS Financial Planning

Mark is a Certified Financial Planner™ professional, enrolled to practice before the IRS as an Enrolled Agent, and is California Life & Health Insurance licensed (#0G29808). Mark integrates all disciplines into a holistic,...
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Sierra Parker

Sierra Parker

Office Manager

Sierra Parker is a born and raised local Sacramentan. She comes to us with extensive experience in office managerial functions. Some of her past experience includes working for a local law firm. When Sierra is not with us, she is...
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Dana Adams

Dana Adams

Office Administrator

Dana Adams is a transplant from the Bay Area. She comes to us with many years of administrative experience and is now a California Tax Education Council Licensee (CTEC). This means she has taken over 60 hours of initial education to...
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A Team that Cares

A Team that Cares

Wealth Management Associates proudly serves out of Folsom, CA, Eagle ID, and Bozeman, MT.

A list of our entire team and service offerings can be found at Wealth-mgt.net.

Let's Create
Something Great

We Look Forward to Hearing From You.

Let's Talk