Destination Wealth Management

Destination Wealth Management (CRD# 110365) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,226,536,075 in 4,936 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,227
    MILLION
  • Total Number of Accounts
    4,936
    ACCOUNTS
  • Average Account Value
    $653,674
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.

AK, AZ, CA, CO, FL, HI, ID, LA, MA, MD, MN, MO, NC, NE, NH, NV, NY, OH, OR, SD, TN, TX, UT, WA

Financial Advisors at Destination Wealth Management
Showing 1 - 10 of 31 top financial advisors.
1
Geoffrey S. Cable
CRD#: 2150627
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Geoffrey Cable (CRD# 2150627) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 29 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

Rita Chan (CRD# 4017821) 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. 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
George K. Chin
CRD#: 1113592
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

George Chin (CRD# 1113592) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 38 years of experience in the finance industry.

4
Jillian M. Davis
CRD#: 7015791
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Jillian Davis (CRD# 7015791) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 2 years of experience in the finance industry.

5
Dennis A. Densmore
CRD#: 2360543
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Dennis Densmore (CRD# 2360543) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 28 years of experience in the finance industry.

6
Dana R. Deroque
CRD#: 5223475
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Dana Deroque (CRD# 5223475) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 7 years of experience in the finance industry.

7
Anthony P. Deszily
CRD#: 2730344
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Anthony Deszily (CRD# 2730344) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 25 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.

8
Christopher A. Eagles'smith
CRD#: 5441728
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Christopher Eagles'smith (CRD# 5441728) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 8 years of experience in the finance industry. Christopher Eagles'smith 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
Caroline S. Egan
CRD#: 2456235
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Caroline Egan (CRD# 2456235) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 24 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.

10
Sophia I. Feng
CRD#: 5424996
1255 Treat Boulevard, Suite 900, Walnut Creek, CA 94597

Sophia Feng (CRD# 5424996) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 8 years of experience in the finance industry. Sophia Feng 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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