Destination Wealth Management, based in Walnut Creek, California, is ranked No. 18 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $4.1 billion
Accounts Under Management: 5,732
Years in Business: 28
Leadership and Contact Information:
Michael Yoshikami, founder, chairman and chief executive officer
Craig Gentry, president, chief Investment strategist and executive partner
Mark McMechen, managing director and director of research
destinationwm.com
1255 Treat Blvd., Suite 900, Walnut Creek, CA 94597
(800) 947-3864
