Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Craig Bigelow, financial advisor Walnut Creek CA
96 score

Craig Bigelow

CRD Number: 3159948
Current Firm: Destination Wealth Management

Craig Bigelow (CRD# 3159948) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 17 years of experience in the finance industry. Craig Bigelow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Karl Mills, financial advisor Walnut Creek CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Similar Advisors
Mark Vicencio, financial advisor Walnut Creek CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Similar Advisors
Jeffrey Powell, financial advisor Walnut Creek CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Professional Designations
Company Name Location Dates Years
Destination Wealth Management Walnut Creek, CA May 2013 - Current 3
First Republic Bank San Francisco, CA Mar 2013 - May 2013 < 1
Starmont Asset Management San Ramon, CA Dec 2006 - Feb 2013 6
Unemployed Pleasant Hill, CA Oct 2006 - Dec 2006 < 1
Charles Schwab Bank N.a. Oakland, CA Feb 2005 - Sep 2006 1
Charles Schwab & Company,inc. Oakland, CA Feb 2000 - Sep 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Craig T. Bigelow
Phone Number: 925-935-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.