Destination Wealth Management

Destination Wealth Management (CRD# 110365) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,537,581,912 in 3,710 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,538
    MILLION
  • Total Number of Accounts
    3,710
    ACCOUNTS
  • Average Account Value
    $414,443
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, ID, MA, NC, NE, NV, NY, OR, TX, WA

Financial Advisors at Destination Wealth Management
Showing 1 - 10 of 23 top financial advisors.
1
Geoffrey S. Cable
CRD#: 2150627
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Geoffrey Cable (CRD# 2150627) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 26 years of experience in the finance industry. Geoffrey Cable 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.

2
Rita L. Chan
CRD#: 4017821
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Rita Chan (CRD# 4017821) 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. Rita Chan 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.

3
Anthony P. Deszily
CRD#: 2730344
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Anthony Deszily (CRD# 2730344) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 21 years of experience in the finance industry. Anthony Deszily 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.

4
Caroline S. Egan
CRD#: 2456235
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Caroline Egan (CRD# 2456235) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 20 years of experience in the finance industry. Caroline Egan 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.

5
Angela M. Hager
CRD#: 5070768
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Angela Hager (CRD# 5070768) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 11 years of experience in the finance industry. Angela Hager 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.

6
Robert K. Jacques
CRD#: 2373504
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Robert Jacques (CRD# 2373504) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 18 years of experience in the finance industry. Robert Jacques 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.

7
Sonia M. Maksymiuk
CRD#: 3093689
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Sonia Maksymiuk (CRD# 3093689) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 18 years of experience in the finance industry. Sonia Maksymiuk 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.

8
Maryjeanne M. Sandusky
CRD#: 3254642
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Maryjeanne Sandusky (CRD# 3254642) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 18 years of experience in the finance industry. Maryjeanne Sandusky 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.

9
Dustin R. Tong
CRD#: 4887017
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Dustin Tong (CRD# 4887017) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry. Dustin Tong 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.

10
George K. Chin
CRD#: 1113592
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
93
Wealthminder
score

George Chin (CRD# 1113592) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 34 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.