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Rita Cfp - Email & Phone Number

Senior Vice President- Operations, Executive Partner & Director, Planning Strategy at Destination Wealth Management

Rita Cfp is based out of South San Francisco, California, United States and works at Destination Wealth Management as Senior Vice President- Operations, Executive Partner & Director, Planning Strategy.

Rita Cfp's Contact Information

Rita Cfp's Work email
r*****@destin***.com
Valid
Latest update
June 9, 2026
Location
South San Francisco, California, United States

Rita's current employer

Destination Wealth Management logo

Destination Wealth Management

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

Frequent questions about Rita Cfp

What company is Rita Cfp working for?
Rita Cfp works for Destination Wealth Management.
What is Rita Cfp's function at Destination Wealth Management?
Rita Cfp is Senior Vice President- Operations, Executive Partner & Director, Planning Strategy at Destination Wealth Management.
Where is Rita Cfp based?
Rita Cfp is based out of South San Francisco, California, United States.
What is Rita Cfp's work email address?
Rita Cfp's professional email address is r*****@destin***.com
Who are Rita Cfp's co-workers?
Rita Cfp's colleagues are George Chin, Michael Yoshikami, Bill Sawyer, Anton Dixon, Caroline Egan, Niclas Murk, Greg Mason, Sonia Maksymiuk, Elaine Lugo, David Rairden, Jessica Coy, Alexis Stice, Robert Jacques, Susan Cho, Geoffrey MS, Mark McMechen, Monica Costilla, Malena Yatim, Barbara Matheson, Angelica Akbarzad, Dana deRoque, Anthony Lugo, Chris Alchian, Sophia Feng, Christina Ko, Chris Eagles-Smith, Jian Lin, Preetika Pande.
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Rita's co-workers

George Chin avatar
George Chin
President and Chief Operating Officer
Michael Yoshikami avatar
Michael Yoshikami
CEO, Chairman Investment Committee
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
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