Destination Wealth Management Employee Directory

Destination Wealth Management corporate office is located in 1255 Treat Blvd Ste 900, Walnut Creek, California, 94597, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Legal

Destination Wealth Management CEO

Michael YoshikamiChief Executive Officer & Founder

Phone

See Profile

Key Employees of Destination Wealth Management

CG
Craig Gentry
President
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Destination Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Destination Wealth Management

Hundreds of professionals searching for Destination Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DR
David Rairden
Email Direct
Vice President, Wealth Management Services
United States , California , Walnut Creek

EL
Elaine Lugo
Email Direct
Senior Vice President, Senior Partner
United States , California , Walnut Creek

JS
Jeanne Suh
Email Direct
D360 Wealth Advisor & Project Manager, Financial Planning
United States , California , Walnut Creek

CE
Christina Eagles-Smith
Email Direct
Senior Vice President and Senior Partner - Wealth Management Services
United States , California , Walnut Creek

GC
Geoffrey Cable
Email Direct
Managing Director and Executive Partner
United States , California , Walnut Creek

CB
Craig Bigelow
Email Direct
Vice President, Wealth Management Services
United States , California , Walnut Creek

MC
Monica Costilla
Email Direct
Manager, Operations
United States , California , Walnut Creek

QM
Quinton McDermott
Email Direct
Wealth Management Advisor
United States , California , Walnut Creek

SG
Steven Gasparini
Email Direct
Senior VP, Wealth Management Services
United States , California , Walnut Creek

MM
Mark McMechen
Email Direct
Managing Director and Director of Research
United States , California , Walnut Creek

SM
Sonia Maksymiuk
Email Direct
Vice President, Wealth Management Services
United States , California , Walnut Creek

AD
Anthony DeSzily
Email Direct
Managing Director, Wealth Management Services
United States , California , Walnut Creek

SC
Susan Cho
Email Direct
Corporate Development Vice President, Strategy & Partner
United States , California , Walnut Creek

MF
May Fox
Email Direct
Senior Operations Assistant
United States , California , Walnut Creek

CG
Craig Gentry
Email Direct
President
United States , California , Walnut Creek

CY
Cecile Yoshikami
Email Direct
Payroll Administrator
United States , California , Walnut Creek

JH
John Healy
Email Direct
Compliance Analyst
United States , California , Walnut Creek

BM
Barbara Matheson
Email Direct
Wealth Advisor
United States , California , Walnut Creek

JP
Jayson Pena
Email Direct
Operations Coordinator
United States , California , Walnut Creek

AD
Anton Dixon
Email Direct
Tactical Strategy Associate
United States , California , Walnut Creek

GR
George Reel
Email Direct
Vice President and Senior Investment Analyst
United States , California , Walnut Creek

KD
Kartika Dajao
Email Direct
Operation Coordinator
United States , California , Walnut Creek

RJ
Robert Jacques
Email Direct
Managing Director, Senior Partner
United States , California , Walnut Creek

JW
Jordan Wesley
Email Direct
Senior Trader
United States , California , Walnut Creek

JZ
John Zenner
Email Direct
Financial Planner
United States , California , Walnut Creek

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Former Employees at Destination Wealth Management

Explore people who held key positions, contributed to Destination Wealth Management's success, and advanced their careers.

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Worked as Senior Operations Coordinator

at Destination Wealth Management (2016-2019)

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Vice President, Wealth... at Compound Planning

Worked as Senior Wealth Advisor

at Destination Wealth Management (2019-2019)

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Substitute Teacher at Milpitas Unified Schoo...

Worked as Compliance Analyst

at Destination Wealth Management (2020-2024)

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Senior Wealth Advisor at Mariner

Worked as Wealth Advisor

at Destination Wealth Management (2019-2021)

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Frequently Asked Questions Regarding Destination Wealth Management Employees

How many employees does Destination Wealth Management have?

Destination Wealth Management has 51-200 employees

Who is the CEO of Destination Wealth Management?

Destination Wealth Management’s CEO is Michael Yoshikami

Who are Destination Wealth Management key employees?

Some of Destination Wealth Management key employees are Craig Gentry

Where is Destination Wealth Management located?

Destination Wealth Management’s headquarters are located at 1255 Treat Blvd Ste 900, Walnut Creek, California, 94597, United States

How do I contact Destination Wealth Management?

Destination Wealth Management Contact Info: Phone number: (925) 935-2900 Website: www.destinationwm.com

What does Destination Wealth Management do?

Destination Wealth Management is a fiduciary investment advisor that offers a comprehensive range of wealth management services, including investment management, financial planning, and estate planning. The firm prides itself on providing tailored solutions and maintaining open communication with clients, ensuring that strategies are adjusted based... Read More

Is Destination Wealth Management a public company?

Destination Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Destination Wealth Management Employees