Destination Wealth Management

Destination Wealth Management (CRD# 110365) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,851,436,276 in 4,038 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,851
    MILLION
  • Total Number of Accounts
    4,038
    ACCOUNTS
  • Average Account Value
    $458,503
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
  • Pension consulting services
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, MD, NC, NE, NV, NY, OR, TX, WA

Financial Advisors at Destination Wealth Management
Showing 1 - 10 of 28 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 18 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 21 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
Matthew J. Faubion
CRD#: 6108371
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 5 years of experience in the finance industry. Matthew Faubion 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
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.

7
Benjamin S. Hearnsberger
CRD#: 4962963
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Benjamin Hearnsberger (CRD# 4962963) 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. Benjamin Hearnsberger 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
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.

9
Christina T. Ko
CRD#: 5156857
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597
96
Wealthminder
score

Christina Ko (CRD# 5156857) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 6 years of experience in the finance industry. Christina Ko 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
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 19 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.

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