Destination Wealth Management
Description
Address: 1255 Treat Blvd #900, Walnut Creek, CA 94597 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 935-2900: : : Website: Place name: : Category: : : Website: https://www.destinationwm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Destination Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review
Destination Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Destination Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Destination Wealth Management Salaries. You can even request information on how much does Destination Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Destination Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Destination Wealth Management employees in database. Find out everything there's to know about Destination Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Destination Wealth Management Employees
Employee
Years
Job
Industry
Ryeland Gongora, CFA Ryeland Gongora, CFA's Destination Wealth Management Experience October 2009 - August 2012
Job Talented and resultsfocused software developer and financial professional
Industry Computer Software
Experience
Moodwire, Inc. September 2014 - Present
Robust Consulting October 2012 - Present
Destination Wealth Management October 2009 - August 2012
Mellon Capital Management March 2000 - July 2008
Rand Merchant Bank February 1998 - February 1999
AGG SingaporeSingapore February 1997 - February 1998
NationsBank - CRTSingapore November 1995 - December 1996
Skills
Fixed Income, Equities, Trading, Portfolio Management, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Options, Investments, Quantitative Finance, R, Bloomberg, Bonds, Equity Research, Securities, Portfolio Optimization, Trading Strategies, Alternative Investments, Hedging, Investment Strategies, Hedge Funds, Equity Derivatives, Global Macro, Strategic Financial..., Capital Markets, Quantitative Analytics, Chartered Financial..., Valuation, Currency, Wealth Management, Volatility, Long/Short Equity, Structured Products, Financial Analysis, Equity Trading, ETFs, Asset Managment, Mutual Funds, Quantitative Modeling, C#, Microsoft SQL Server, Linux, JavaScript, Asset Management
Education
University of California, Berkeley 1990 — 1994
Bachelors of Science, Business Administration
City College of San Francisco 2013 — 2014
Computer Science, 3.75
Moodwire, Inc. September 2014 - Present
Robust Consulting October 2012 - Present
Destination Wealth Management October 2009 - August 2012
Mellon Capital Management March 2000 - July 2008
Rand Merchant Bank February 1998 - February 1999
AGG SingaporeSingapore February 1997 - February 1998
NationsBank - CRTSingapore November 1995 - December 1996
Skills
Fixed Income, Equities, Trading, Portfolio Management, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Options, Investments, Quantitative Finance, R, Bloomberg, Bonds, Equity Research, Securities, Portfolio Optimization, Trading Strategies, Alternative Investments, Hedging, Investment Strategies, Hedge Funds, Equity Derivatives, Global Macro, Strategic Financial..., Capital Markets, Quantitative Analytics, Chartered Financial..., Valuation, Currency, Wealth Management, Volatility, Long/Short Equity, Structured Products, Financial Analysis, Equity Trading, ETFs, Asset Managment, Mutual Funds, Quantitative Modeling, C#, Microsoft SQL Server, Linux, JavaScript, Asset Management
Education
University of California, Berkeley 1990 — 1994
Bachelors of Science, Business Administration
City College of San Francisco 2013 — 2014
Computer Science, 3.75
Ariel (Schutte) Hurd Ariel (Schutte) Hurd's Destination Wealth Management Experience November 2009 - May 2015
Job Trader at Scharf Investments
Industry Financial Services
Experience
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Tim Ku (顧中廷) ProHacker.Co(nsultant) Tim Ku (顧中廷) ProHacker.Co(nsultant)'s Destination Wealth Management Experience September 2014 - November 2014
Job ITIL Cloud+ Mobility+ Security+ Project+ Linux+ Server+ Network+ A+ HIT LPIC1 CLA/TS ACE PACA RECON SCP SSBBP SSLP CMS
Industry Computer & Network Security
Experience
Fuel User Group September 2015 - Present
Silicon Valley Talent Partnership September 2015 - Present
ProEthicalHacker.com ProHacker.Co CloudHacker.org CloudHacker.Co November 2014 - Present
ITaaS.Co ITaaSConsultant.com ConsultITaaS.com September 2012 - Present
the timku network - timku.com timku.net timku.org December 2004 - Present
California Dept Of Social Svc December 2009 - Present
barter.li April 2014 - June 2015
Destination Wealth Management September 2014 - November 2014
San Jose Public Library December 2013 - January 2014
LRK Design 2007 - December 2012
Skills
Networking, HTML, Web Development, Social Media, Leadership, Information Technology, SQL, Cloud Computing, Security, JavaScript, Information Security, Virtualization, Web Design, Linux, Windows Server, Active Directory, Project Management, Java, Ethical Hacking, Firewalls, User Experience, Shell Scripting, Network Security, Python, Visio, Cloud Security, Penetration Testing, Statistical Data..., Computer Instruction, Vulnerability Scanning, Brand Implementation, Tenacious Work Ethic, Technical Leadership, Cross-functional Team..., Threat & Vulnerability..., Lean Six Sigma, Change Management, Big-picture Thinking, VoIP, Enterprise Network..., Enterprise Architecture, Enterprise Risk..., Enterprise Mobility, Healthcare Information..., SIP, Web Project Management, Success Driven, Driven By Results, C++, Microsoft Office
Education
San Jose State University 1999 — 2004
Bachelor of Arts (BA), Behavioral Science; Minor, Business Administration: Management Information Systems
Western Governors University 2015 — 2016
Bachelor of Science (BS), Information Technology: Security
Foothill College
Associate of Arts (AA), General Studies: Social Science
San Jose City College
Associate of Science (AS), Computer Information Systems: Computer Programming
eLearnSecurity SRL
All-Access Elite Pass, Computer and Information Systems Security/Information Assurance
Stanly Community College
Certificate of Completion, VMware IT Academy - VMware vSphere: Install, Configure, Manage [V5.5], S
Florida State University - College of Business 2014 — 2015
The Sales Institute, Sales
College of San Mateo 1997 — 2002
Concurrent attendance while student at Aragon High School, General Education
Aragon High School
High School Diploma, AP/Honors Coursework; Concurrently attended College of San Mateo, Graduated w/ 260 total credits, 210 required
Fuel User Group September 2015 - Present
Silicon Valley Talent Partnership September 2015 - Present
ProEthicalHacker.com ProHacker.Co CloudHacker.org CloudHacker.Co November 2014 - Present
ITaaS.Co ITaaSConsultant.com ConsultITaaS.com September 2012 - Present
the timku network - timku.com timku.net timku.org December 2004 - Present
California Dept Of Social Svc December 2009 - Present
barter.li April 2014 - June 2015
Destination Wealth Management September 2014 - November 2014
San Jose Public Library December 2013 - January 2014
LRK Design 2007 - December 2012
Skills
Networking, HTML, Web Development, Social Media, Leadership, Information Technology, SQL, Cloud Computing, Security, JavaScript, Information Security, Virtualization, Web Design, Linux, Windows Server, Active Directory, Project Management, Java, Ethical Hacking, Firewalls, User Experience, Shell Scripting, Network Security, Python, Visio, Cloud Security, Penetration Testing, Statistical Data..., Computer Instruction, Vulnerability Scanning, Brand Implementation, Tenacious Work Ethic, Technical Leadership, Cross-functional Team..., Threat & Vulnerability..., Lean Six Sigma, Change Management, Big-picture Thinking, VoIP, Enterprise Network..., Enterprise Architecture, Enterprise Risk..., Enterprise Mobility, Healthcare Information..., SIP, Web Project Management, Success Driven, Driven By Results, C++, Microsoft Office
Education
San Jose State University 1999 — 2004
Bachelor of Arts (BA), Behavioral Science; Minor, Business Administration: Management Information Systems
Western Governors University 2015 — 2016
Bachelor of Science (BS), Information Technology: Security
Foothill College
Associate of Arts (AA), General Studies: Social Science
San Jose City College
Associate of Science (AS), Computer Information Systems: Computer Programming
eLearnSecurity SRL
All-Access Elite Pass, Computer and Information Systems Security/Information Assurance
Stanly Community College
Certificate of Completion, VMware IT Academy - VMware vSphere: Install, Configure, Manage [V5.5], S
Florida State University - College of Business 2014 — 2015
The Sales Institute, Sales
College of San Mateo 1997 — 2002
Concurrent attendance while student at Aragon High School, General Education
Aragon High School
High School Diploma, AP/Honors Coursework; Concurrently attended College of San Mateo, Graduated w/ 260 total credits, 210 required
Kristina Chin's Destination Wealth Management Experience June 2012 - August 2014
Job Psychology Intern
Industry Research
Experience
Dr.Oz The Good Life Magazine September 2015 - Present
NYU Summer Program For Kids at the NYU Langone Medical Center, NY May 2015 - Present
Dylan's Candy Bar April 2015 - July 2015
The Mount Sinai Hospital-World Trade Research Center September 2014 - May 2015
Destination Wealth Management June 2012 - August 2014
Esther Creative Group LLC August 2013 - December 2013
Babysitting/ Dogsitting January 2007 - December 2013
Skills
Marketing, Social Media, Research, Data Entry, Management, SPSS, PowerPoint, Customer Service, Recruiting, Psychology, Community Outreach, Outlook, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Social Networking, Facebook, Social Media Marketing, Data Analysis
Education
New York University 2012 — 2016
Bachelor's Degree, Psychology, Junior
Dr.Oz The Good Life Magazine September 2015 - Present
NYU Summer Program For Kids at the NYU Langone Medical Center, NY May 2015 - Present
Dylan's Candy Bar April 2015 - July 2015
The Mount Sinai Hospital-World Trade Research Center September 2014 - May 2015
Destination Wealth Management June 2012 - August 2014
Esther Creative Group LLC August 2013 - December 2013
Babysitting/ Dogsitting January 2007 - December 2013
Skills
Marketing, Social Media, Research, Data Entry, Management, SPSS, PowerPoint, Customer Service, Recruiting, Psychology, Community Outreach, Outlook, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Social Networking, Facebook, Social Media Marketing, Data Analysis
Education
New York University 2012 — 2016
Bachelor's Degree, Psychology, Junior
Tanya Trapani, MBA's Destination Wealth Management Experience August 2000 - September 2007
Job Director, Operations
Industry Mental Health Care
Experience
Senior Alternatives April 2013 - Present
Verisight, Inc August 2008 - April 2013
Destination Wealth Management August 2000 - September 2007
Skills
Investments, Strategic Planning, 401k, Customer Service, Retirement, Investment Management, Mutual Funds, Business Planning, Portfolio Management, Microsoft Excel, Asset Managment, Strategic Financial..., ERISA, PowerPoint, Microsoft Office, Accounting, Retirement Planning, Risk Management, Data Analysis, Wealth Management, Management, Business Strategy, Pensions, Operations Management, Leadership
Education
John F. Kennedy University 2007 — 2010
MBA, Strategic Management
University of Hawaii at Hilo 1994 — 1998
B.A., Anthropology
Senior Alternatives April 2013 - Present
Verisight, Inc August 2008 - April 2013
Destination Wealth Management August 2000 - September 2007
Skills
Investments, Strategic Planning, 401k, Customer Service, Retirement, Investment Management, Mutual Funds, Business Planning, Portfolio Management, Microsoft Excel, Asset Managment, Strategic Financial..., ERISA, PowerPoint, Microsoft Office, Accounting, Retirement Planning, Risk Management, Data Analysis, Wealth Management, Management, Business Strategy, Pensions, Operations Management, Leadership
Education
John F. Kennedy University 2007 — 2010
MBA, Strategic Management
University of Hawaii at Hilo 1994 — 1998
B.A., Anthropology
Mary Ellen Warner Mary Ellen Warner's Destination Wealth Management Experience January 2005 - February 2014
Job CFP, Partner, Managing Director, Vice President, Senior Wealth Manager, Financial Planning, Wealth Management
Industry Financial Services
Experience
Destination Wealth Management January 2005 - February 2014
Wells Fargo Private Client Services 1999 - 2004
Education
Michigan State University 1986 — 1990
International Relations
Grosse Pointe South
Destination Wealth Management January 2005 - February 2014
Wells Fargo Private Client Services 1999 - 2004
Education
Michigan State University 1986 — 1990
International Relations
Grosse Pointe South
Geoffrey Cable Geoffrey Cable's Destination Wealth Management Experience September 2005 - Present
Job Managing Director Wealth Management Services at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Destination Wealth Management September 2005 - Present
Financial Finesse March 2002 - August 2005
Merrill Lynch September 1999 - March 2002
The Bank of New York November 1997 - September 1999
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management
Education
Golden Gate University 2000 — 2002
MS, Financial Planning
Siena College 1986 — 1990
Bachelor of Science (BS), Finance
Sophie Ho, RP® Sophie Ho, RP®'s Destination Wealth Management Experience December 2010 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Destination Wealth Management December 2010 - Present
Bellatore Financial July 2010 - September 2010
Invesco Aim May 2008 - August 2009
Invesco Aim September 2007 - May 2008
Skills
Mutual Funds, Customer Service, Series 6, Insurance, 401k, Financial Services, Call Centers, Series 63, Finance, Series 7, Investments
Education
Colorado State University 2002 — 2006
Bachelor of Science, Business Marketing
Destination Wealth Management December 2010 - Present
Bellatore Financial July 2010 - September 2010
Invesco Aim May 2008 - August 2009
Invesco Aim September 2007 - May 2008
Skills
Mutual Funds, Customer Service, Series 6, Insurance, 401k, Financial Services, Call Centers, Series 63, Finance, Series 7, Investments
Education
Colorado State University 2002 — 2006
Bachelor of Science, Business Marketing
Kimberly Chin's Destination Wealth Management Experience June 2007 - September 2009
Job Technical Sourcer/Recruiter at Google
Industry Health, Wellness and Fitness
Experience
Wellness Workdays July 2015 - Present
Google November 2014 - Present
Akamai Technologies January 2014 - November 2014
Akamai Technologies February 2013 - January 2014
Duran HCP December 2012 - February 2013
Culintro October 2012 - January 2013
Del Monte Fresh Produce N.A., Inc June 2012 - September 2012
Jamba Juice September 2009 - June 2012
Chi Omega Fraternity December 2010 - December 2011
Destination Wealth Management June 2007 - September 2009
Skills
Customer Service, Marketing, Social Media, Social Media Marketing, Communication, Organization, Microsoft Office, Technical Sourcing, Talent Acquisition, Sourcing, Microsoft Excel, Facebook, Time Management, Event Planning, Teamwork, Recruiting, Networking, Social Networking, Start-ups, PowerPoint, Marketing Strategy, Microsoft Word, Project Planning, Leadership, Budgets, Sales Operations, Research, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Nutrition; Minors: Psychology and Biology
Foundation for International Education, London 2010 — 2010
Wellness Workdays July 2015 - Present
Google November 2014 - Present
Akamai Technologies January 2014 - November 2014
Akamai Technologies February 2013 - January 2014
Duran HCP December 2012 - February 2013
Culintro October 2012 - January 2013
Del Monte Fresh Produce N.A., Inc June 2012 - September 2012
Jamba Juice September 2009 - June 2012
Chi Omega Fraternity December 2010 - December 2011
Destination Wealth Management June 2007 - September 2009
Skills
Customer Service, Marketing, Social Media, Social Media Marketing, Communication, Organization, Microsoft Office, Technical Sourcing, Talent Acquisition, Sourcing, Microsoft Excel, Facebook, Time Management, Event Planning, Teamwork, Recruiting, Networking, Social Networking, Start-ups, PowerPoint, Marketing Strategy, Microsoft Word, Project Planning, Leadership, Budgets, Sales Operations, Research, Human Resources
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Nutrition; Minors: Psychology and Biology
Foundation for International Education, London 2010 — 2010
Dana (Novotny) deRoque, CTFA Dana (Novotny) deRoque, CTFA's Destination Wealth Management Experience June 2013 - Present
Job Operations Coordinator at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management June 2013 - Present
Schiller Law Group February 2011 - March 2013
Mechanics Bank November 2007 - February 2011
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (BS), Finance, General
Destination Wealth Management June 2013 - Present
Schiller Law Group February 2011 - March 2013
Mechanics Bank November 2007 - February 2011
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (BS), Finance, General
Dustin Tong, CFP®'s Destination Wealth Management Experience January 2007 - Present
Job Vice President
Industry Financial Services
Experience
Destination Wealth Management January 2007 - Present
Skills
Retirement Planning, Social Security..., College Planning, Goal based financial...
Education
California State University-Chico 2000 — 2004
Destination Wealth Management January 2007 - Present
Skills
Retirement Planning, Social Security..., College Planning, Goal based financial...
Education
California State University-Chico 2000 — 2004
Ramisha Horton's Destination Wealth Management Experience June 2003 - August 2010
Job Executive Associate at Kearny Venture Partners
Industry Investment Management
Experience
Kearny Venture Partners April 2015 - Present
Clarity Wealth Advisors July 2011 - April 2015
Consilium Wealth Management October 2010 - July 2011
Destination Wealth Management June 2003 - August 2010
Skills
Operations Management, Human Resources, Personnel Management, Compliance Management, Series 65, Notary Public, Life & Health Insurance..., Project Coordination, Leadership, Outlook, Strategic Planning, Team Building, Policy, Risk Management, Compliance, HR Management, Banking, Customer Service, Policy/Procedure..., Management
Education
California State University-East Bay 2008 — 2009
Executive Certificate - Human Resources Management
University of Phoenix 2002 — 2005
BS, Business Management
Terra Nova High School 1996 — 2000
High School Diploma
Kearny Venture Partners April 2015 - Present
Clarity Wealth Advisors July 2011 - April 2015
Consilium Wealth Management October 2010 - July 2011
Destination Wealth Management June 2003 - August 2010
Skills
Operations Management, Human Resources, Personnel Management, Compliance Management, Series 65, Notary Public, Life & Health Insurance..., Project Coordination, Leadership, Outlook, Strategic Planning, Team Building, Policy, Risk Management, Compliance, HR Management, Banking, Customer Service, Policy/Procedure..., Management
Education
California State University-East Bay 2008 — 2009
Executive Certificate - Human Resources Management
University of Phoenix 2002 — 2005
BS, Business Management
Terra Nova High School 1996 — 2000
High School Diploma
Ben Musson's Destination Wealth Management Experience September 2008 - Present
Job Sr. Ops Analyst at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management September 2008 - Present
Charles Schwab August 2000 - February 2008
Education
San Jose State University 1999 — 2005
BA, Sociology
Destination Wealth Management September 2008 - Present
Charles Schwab August 2000 - February 2008
Education
San Jose State University 1999 — 2005
BA, Sociology
Craig Bigelow, CFP(R)'s Destination Wealth Management Experience May 2013 - Present
Job Vice President, Wealth Management Services at Destination Wealth Management
Industry Investment Management
Experience
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
Aaron Langston, CFP®, EA's Destination Wealth Management Experience March 2011 - May 2015
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors June 2015 - Present
Destination Wealth Management March 2011 - May 2015
Ayco, a Goldman Sachs Company September 2006 - February 2011
US Army August 2000 - August 2005
Skills
Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Income Tax, Investment Management, Mutual Funds, Personal Income Tax..., High Net Worth..., Wealth Management..., Estate Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Austin Peay State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Mercer Global Advisors June 2015 - Present
Destination Wealth Management March 2011 - May 2015
Ayco, a Goldman Sachs Company September 2006 - February 2011
US Army August 2000 - August 2005
Skills
Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Income Tax, Investment Management, Mutual Funds, Personal Income Tax..., High Net Worth..., Wealth Management..., Estate Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Austin Peay State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Chris Eagles-Smith, CFP®'s Destination Wealth Management Experience 2015 - Present
Job Wealth Advisor at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management 2015 - Present
Polaris Wealth Advisers, LLC 2013 - 2015
Brouwer & Janachowski 2010 - 2013
Brouwer & Janachowski 2008 - 2010
Skills
Financial Planning, Investments, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis, Equities, Excel, Research, Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Asset Allocation
Education
University of California, Berkeley 2011 — 2014
Professional Sequence in Personal Financial Planning
University of California, Irvine 2001 — 2006
BA
Università di Bologna 2003 — 2004
Destination Wealth Management 2015 - Present
Polaris Wealth Advisers, LLC 2013 - 2015
Brouwer & Janachowski 2010 - 2013
Brouwer & Janachowski 2008 - 2010
Skills
Financial Planning, Investments, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis, Equities, Excel, Research, Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Asset Allocation
Education
University of California, Berkeley 2011 — 2014
Professional Sequence in Personal Financial Planning
University of California, Irvine 2001 — 2006
BA
Università di Bologna 2003 — 2004