December 12, 2013
Closing Bell Exchange
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George is President and Managing Principal at Destination Wealth Management. He has been in the wealth management field since 1981. George began his professional career at Merrill Lynch first as a senior analyst in its real estate division and then subsequently moved to the investment side where he transitioned to a private client wealth manager and was then later promoted to a sales manager.
He has also held management positions at Wells Fargo and Lehman Brothers. Prior to joining Destination Wealth Management, George worked at Chase Manhattan Bank in Singapore for four years where he headed up the private banking initiative for Southeast Asia. He led a team of private bankers to successfully increase the firm's assets from $1.5 billion to $2.5 billion working with ultra high net worth clients.
George earned a Bachelor of Arts degree in Economics and Psychology from Harvard University. He also has a Masters degree in Accounting and Finance from New York University Stern School of Business.
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Tony is a Managing Director and Partner, Wealth & Investment Strategy Communications at Destination Wealth Management and has worked in the financial services industry since 1996. He works well with clients in transition, as he can empathize with the seemingly overwhelming responsibility of making life-impacting decisions in response to changes in one's financial situation, such as beginning a family, repositioning assets for retirement, or handling sudden wealth.
Prior to joining Destination Wealth Management, Tony worked at Charles Schwab where he focused on helping clients understand relevant wealth management issues, as well as developing and implementing appropriate solutions. He also worked at Prudential in preparing and presenting insurance-based solutions for high net worth clients and small business owners seeking to address estate planning, business continuation, and retirement planning needs.
Tony earned a Bachelor of Arts degree in English Literature from University of Santa Clara. He also has a Masters of Business Administration in International Management from University of Bath in the United Kingdom.
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Geoff is a Managing Director and Partner, Wealth & Planning Strategy at Destination Wealth Management and has been in the wealth management field since 1989. He specializes in helping clients with their investment goals as well as providing comprehensive financial planning strategies such as planning for retirement, educating children, risk management, and minimizing income taxes. Geoff has vast experience in helping those who are retired or near retirement. He believes in educating his clients as this leads to a greater understanding of their goals and increases the probability of achieving them.
Prior to joining Destination Wealth Management, Geoff worked for a national financial education company where he facilitated educational multi-media presentations on various financial planning topics. He has also provided wealth management and financial planning services focused on family wealth issues at Merrill Lynch and for corporate executives and small business owners at The Bank of New York.
Geoff earned a Bachelor of Science degree in Finance and Accounting from Siena College and has a Masters of Science degree in Financial Planning from Golden Gate University. He also provides advice on a variety of financial planning topics and his writings have appeared in the personal finance section of CNBC.com.
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Elaine is a Senior Vice President and Partner, Wealth Management Services at Destination Wealth Management and has been in the financial services industry since 1993. She works well with all types of clients, ranging from those with concentrated equity positions to clients that have recently retired or are close to retiring. Elaine enjoys working with individuals who need financial planning, which includes funding for college, estate planning, and reviewing insurance coverage.
Prior to joining Destination Wealth Management, Elaine had her own financial planning practice. She worked with over 200 clients, including small business owners, physicians in private practice, and members of the gay and lesbian community. The majority of her clients intially started working with her for assistance in portfolio management strategies, and then later chose to undergo the financial planning process.
Elaine received her Bachelor of Arts degree in Fashion Industry from the Louise Salinger Academy of Fashion. She is a member of the National Charity League as well as the Latina Coalition of Silicon Valley.
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Angie is a Senior Vice President, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 1992. Angie works with clients to provide direction and meaning to their financial decisions. She enjoys helping families understand the implications each financial decision has on other areas of their finances. She finds it rewarding to help clients navigate through the seemingly overwhelming options. Whether simple or complex, Angie can help clients with the financial decisions that impact their lives.
Prior to joining Destination Wealth Management, Angie worked with Vista Wealth Management in San Francisco to provide wealth management and financial planning services for high net worth individuals and families. She also worked at RCM Capital Management helping clients understand the firm's investment philosophy, investment process, and their portfolio performance and characteristics.
Angie received her Bachelor of Business Administration degree in Accounting from Nazareth College, Michigan. She earned the Chartered Financial Analyst (CFA) designation in 2000 and the Certified Financial Planner (CFP®) designation in 2006. Angie is a member of the Financial Planning Association (FPA) and the CFA Society of San Francisco.
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Robert is a Senior Vice
President, Wealth Strategy at Destination
Wealth Management. He has worked in
the financial services industry since 1993.
A Certified Financial PlannerTM (CFP®)
Robert has extensive experience in
financial planning, investments, private
banking, lending, insurance and estate
As Senior Vice President, he is responsible for developing firm relationships with clients, business partners, non-profit groups, corporate and civic organizations, and professionals.
Prior to rejoining the firm in 2014, Robert worked for Union Bank and Citigroup as a private banker working with high net worth individuals and commercial businesses. He first joined Destination Wealth Management from 2000 to 2007.
Robert received a Master of Business Administration (MBA) degree from Golden Gate University and a Bachelor’s degree (BA) from George Washington University. Robert resides in the Montclair area of Oakland with his wife and son. He enjoys spending time in the East Bay parks with his family and playing surf guitar.
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Aaron Langston is a Vice President, Wealth Management Services at Destination Wealth Management. He has been in the financial services industry since 2006. Aaron began his professional career in August 2000 with the United States Army as a Counter Intelligence Agent. He served in a variety of locations within the U.S., Europe, and the Middle East. Through his service in the US Army, he learned the importance of creating a trustworthy relationship in a variety of situations. He was honorably discharged in August 2005.
Prior to joining Destination Wealth Management, Aaron was a Senior Financial Planner at the Ayco Company, a subsidiary of Goldman Sachs, that provided highly detailed financial plans focused on investments, tax planning and preparation, estate planning, risk management, retirement planning, and employee benefits for senior executives of Fortune 1000 companies across the United States.
Aaron was born and raised in Orange County, California, and moved to the Bay Area in early 2011 to join with his wife. In August 2006 he graduated cum laude with a Bachelor of Business Administration from Austin Peay State University in Clarksville, Tennessee. He became a Certified Financial Planner in September 2010 and is currently a registered CTEC tax preparer.
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Maryjeanne Sandusky is a Vice President, Wealth Management Services at Destination Wealth Management. She has been in the financial services industry since 1999. She began her professional career at a local branch of American Express Financial Advisors, which later became Ameriprise Financial Advisors. There she developed comprehensive financial plans and investment management strategies for individuals and families.
Maryjeanne assists clients with managing their finances in order to achieve their financial goals. Her focus includes advising them through their various life stages, including college savings strategies, retirement planning, protection planning, and legacy and asset transfer strategies.
Maryjeanne earned a Bachelor of Arts degree in French at San Jose State University. During her Junior Year, she participated in the CSUC International Programs in Aix-en-Provence, France.
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Rita is a Vice President, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 1999. She began her financial career at Charles Schwab in San Francisco where she began CFP® and financial planning courses.
Prior to joining Destination, Rita was a Banker at Bank of America working with seniors, families and individuals helping them achieve financial stability and security.
Rita was born and raised in Taiwan. She speaks fluent English, Mandarin, Taiwanese and some Cantonese. She received an Electronic Engineer degree from DELIN Institute of Technology in Taiwan and completed her CFP® course with the College of Financial Planning in 2003. She received her board certification in 2008 and is a registered CTEC tax preparer.
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Michael is a Vice President, Wealth Strategy at Destination Wealth Management. He has been in the financial services industry since 1998. He joined Destination after working over 12 years in Institutional Equity Sales at several premier Investment Banks in San Francisco, and as a Financial Advisor in Individual and Family Wealth Management firms in the East Bay.
Prior to joining Destination Wealth Management, Michael worked at National Financial Partners as a Financial Advisor working directly with participants in corporate 401(k) plans as well as with individuals and families on retirement planning and wealth management.
Michael was born and raised in Walnut Creek, California. He earned his Bachelor of Science degree in Business Administration from the University of California, Berkeley in 1991. He then worked for Xerox Corporation for five years before earning his Master of Business Administration degree in 1998 from the Anderson School of Business at University of California, Los Angeles with an emphasis in Finance, Marketing, and Entrepreneurial Studies.
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Dustin is a Vice President, Wealth Management Services at Destination Wealth Management. He has been in the financial services industry since 2004. He began his career at Woodbury Financial Services, Inc. a registered broker dealer located in San Ramon, California.
Prior to joining Destination Wealth Management, Dustin was a District Manager at Woodbury where he managed new representatives and worked with individuals and families in helping them reach their financial goals.
Dustin specializes in developing and providing financial planning strategies for clients which includes retirement planning, cash flow analysis, social security strategies and college planning. He takes pride in building relationships with trust and integrity while working with clients to help them achieve their lifetime needs.
Dustin was born in San Francisco and raised in Walnut Creek, California. He is a Certified Financial Planner TM (CFP®) professional and holds a Bachelor of Science Degree with a concentration in Finance from California State University, Chico.
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Craig is a Vice President, Wealth Management Services at Destination Wealth Management. He has been in the financial services industry since 1998. Before joining Destination Wealth Management, Craig was an Advisor at a boutique investment advisory firm, Starmont Asset Management, where he worked with high net worth individuals, couples, families and small business owners. As the only Certified Financial Planner, CFP® on staff, he was responsible for all planning functions and was part of the Investment Committee.
Prior to joining Starmont, Craig was an Advisor with Charles Schwab where he helped clients determine their financial goals. Craig also earned his CFP® designation during that time and realized his passion for helping clients on a comprehensive basis. Before Schwab, Craig was an Advisor at PaineWebber working with clients in a similar capacity.
Craig is a native San Franciscan and
has lived in the Bay Area his whole life
with two exceptions, a two-year stint in
New Jersey as a youngster and three
years in Southern California attending Cal
State Northridge where he attained a
BS degree in Business Administration.
Additionally, Craig has an MBA in
Management from Golden State
University, is a member of the Financial
Association and two Estate Planning
Councils, Tri-Valley and Diablo Valley.
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To read more about Sonia, click here.
Caroline is a Senior Vice President, Wealth Strategy at Destination Wealth
Management and has over 20 years of experience in Wealth Management. She has
worked with many types of clients and situations whether it be in wealth
accumulation years, nearing retirement, or wealth transfer stages of clients’
financial lives. As a graduate from the University of San Francisco, Caroline
has gotten to know the community in the Bay Area and is involved with DWM’s
philanthropic work. She is responsible for establishing and maintaining many of
the nonprofit relationships the firm supports.
Caroline has expertise in estate planning and asset management. She works closely with business owners who intend to either sell their business or would like to work on grooming the next generation to take over. Caroline also enjoys working with people who are entering their retirement phase as well as with seniors who may be in transition in the near future to needing elder care.
Caroline lived in Europe for 17 years and understands the needs of ex-pats as
well as green card holders. Caroline is a proud parent of two sons and enjoys
skiing, horseback riding, reading, and traveling the
To read more about , click here.
To read more about , click here.
At Destination, we offer our clients a unique experience in a fee-based
wealth management firm; first class investment research, disciplined portfolio
management, and prudent financial planning advice provided by knowledgeable and
experienced advisors. Our portfolio strategies are designed for the unique needs
of each of our clients. As a wealth management firm, tailored solutions that
meet varied client needs is our highest priority.
We welcome your interest in Destination Wealth Management. Please contact us should you require additional information at email@example.com
We are pleased to announce that Michael Yoshikami has made Barron's1 "Top 100 Independent Advisors" list for six years in a row! He has made the list for the sixth consecutive year (2009 - 2014).
1 Barron’s “Top 100 Independent Advisors” is based on the volume of assets under management, revenues the advisor generate for their firm and the quality of their practices. The scoring system assigns a top score of 100 and rates the rest by comparing them to the winner. The Barron’s award is not indicative of Destination Wealth Management future performance.
December 12, 2013
CNBC- Watch Video >
At Destination, we offer our clients a unique experience in a fee based wealth management firm; first class investment research, disciplined portfolio management, and prudent financial planning advice provided by talented and experienced advisors. Continue Reading >