Wiza logo
Wiza logo
Get a demo
Get started for free
Log in
Log in
Sign up

Destination Wealth Management

Go to website

Facts about Destination Wealth Management

Description
Website
destinationwm.com
HQ Location
Walnut Creek, CA, United States
Number of employees
51-200
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of Destination Wealth Management

X
@destinationwm
Facebook
@destinationwm
Linkedin
@destinationwealth-management

Destination Wealth Management employees

George Chin avatar
George Chin
President and Chief Operating Officer
Michael Yoshikami avatar
Michael Yoshikami
CEO, Chairman Investment Committee
Rita Cfp avatar
Rita Cfp
Senior Vice President- Operations, Executive Partner & Director, Planning Strategy
Bill Sawyer avatar
Bill Sawyer
Senior Portfolio Manager & Senior Vice President
Anton Dixon avatar
Anton Dixon
Senior Operations Coordinator
Caroline Egan avatar
Caroline Egan
Senior Vice President, Wealth Strategy
Niclas Murk avatar
Niclas Murk
Data Analyst, Senior Operations Coordinator
Greg Mason avatar
Greg Mason
Senior Vice President, Trading Manager
Sonia Maksymiuk avatar
Sonia Maksymiuk
Vice President - Wealth Management Services
Elaine Lugo avatar
Elaine Lugo
Senior Vice President, Senior Partner
David Rairden avatar
David Rairden
Vice President - Wealth Management Services
Jessica Coy avatar
Jessica Coy
SVP, Chief Compliance Officer, HR Manager
Alexis Stice avatar
Alexis Stice
CCO, Senior Vice President Operations
Robert Jacques avatar
Robert Jacques
Managing Director
Susan Cho avatar
Susan Cho
Creative Marketing Director & Strategy Manager
Geoffrey MS avatar
Geoffrey MS
Managing Director & Executive Partner
Mark McMechen avatar
Mark McMechen
Managing Director & Director of Research
Monica Costilla avatar
Monica Costilla
Operations Manager
Malena Yatim avatar
Malena Yatim
Senior Compliance Analyst
Barbara Matheson avatar
Barbara Matheson
Wealth Advisor
Angelica Akbarzad avatar
Angelica Akbarzad
Compliance Analyst
Dana deRoque avatar
Dana deRoque
Markerting Operations Manager
Anthony Lugo avatar
Anthony Lugo
Senior Wealth Advisor
Chris Alchian avatar
Chris Alchian
.
Sophia Feng avatar
Sophia Feng
Wealth Advisor
Christina Ko avatar
Christina Ko
Financial Advisor
Chris Eagles-Smith avatar
Chris Eagles-Smith
Senior Wealth Advisor
Jian Lin avatar
Jian Lin
Investment Team
Preetika Pande avatar
Preetika Pande
Senior Wealth Advisor

Frequent questions about Destination Wealth Management

How many employees does Destination Wealth Management have?
Destination Wealth Management has approximately 51-200 employees.
What is Destination Wealth Management's industry?
Destination Wealth Management is involved in the industry of Financial Services.
Where is Destination Wealth Management's headquarters?
Destination Wealth Management's headquarters is located in Walnut Creek, CA, United States.
What is the website of Destination Wealth Management?
You may visit their official website at https://destinationwm.com
What's the official twitter of Destination Wealth Management
The twitter username of Destination Wealth Management is @destinationwm
Find anyone's contact info.
Get 20 free email reveals
Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

abcdefghijklmnopqrstuvwxyz
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.
Wiza logo
The future of prospecting © 2026 Wiza
“Wiza is a sales prospecting & engagement platform.”
Divider
hello@wiza.co
Social
Social
Social
Social
Solutions
Resources
Company
Divider
Disclaimer: Wiza, Inc is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Microsoft or LinkedIn, or any of their subsidiaries or affiliates.
The name LinkedIn, as well as related names, marks, logos, emblems, and images are registered trademarks of their respective owners.