Our advisor team takes great pride in delivering financial planning assistance. They can address a variety of topics and are the foundation for productive and meaningful planning relationships. Click on each picture to find out more about the background for each of these professionals.
 

Geoffrey S. Cable MS, CFP®

Managing Director, Wealth Services & Senior Executive Partner

Geoffrey Cable is a Managing Director, Wealth Services & Senior Executive Partner at Destination Wealth Management. He...

Robert K. Jacques MBA, CFP®, CSA®

Managing Director, Wealth Services & Senior Executive Partner

Robert Jacques is a Managing Director, Wealth Services & Senior Executive Partner at Destination Wealth Management. He...

Angie M. Hager CFA®, CFP®, CSRIC®

Managing Director, Wealth Services, ESG Consultant & Senior Executive Partner

Angie Hager is a Managing Director, Wealth Services, ESG Consultant & Senior Executive Partner at Destination Wealth...

Caroline S. Egan CFP®

Senior Vice President, Wealth Services & Executive Partner

Caroline Egan is a Senior Vice President, Wealth Services & Executive Partner at Destination Wealth Management and has...

Rita Chan Martin CFP®, EA

Managing Director, Wealth Services & Senior Executive Partner

Rita Chan is a Managing Director, Wealth Services & Senior Executive Partner at Destination Wealth Management and has...

Dustin R. Tong MS, CFP®, ChSNC®

Senior Vice President, Wealth Services & Senior Partner

Dustin Tong is a Senior Vice President, Wealth Services & Senior Partner at Destination Wealth Management and has been...

Chris Eagles-Smith CFP®

Senior Vice President, Wealth Services & Senior Partner

Chris Eagles-Smith is a Senior Vice President, Wealth Services & Senior Partner at Destination Wealth Management. He has...

Sophia Feng CFP®

Senior Vice President, Wealth Services & Partner

Sophia Feng is a Senior Vice President, Wealth Services & Partner at Destination Wealth Management. With more than 16...

David Rairden CFP®

Senior Vice President, Wealth Services & Partner

David Rairden is a Senior Vice President, Wealth Services & Partner at Destination Wealth Management. He has worked in...

Barbara Matheson MS, CFP®

Senior Vice President, Wealth Services

Barbara Matheson is a Senior Vice President, Wealth Services at Destination Wealth Management. She brings over 25 years...

Preetika Pande MSc, CFP®

Senior Vice President, Wealth Services & Partner

Preetika Pande is a Senior Vice President, Wealth Services & Partner at Destination Wealth Management. She has worked in...

Stacy Chretien CFP®, CPA

Senior Vice President, Wealth Services

Stacy Chretien is a Senior Vice President, Wealth Services at Destination Wealth Management. She has been in the...

Steven Gasparini CFA®, CFP®

Senior Vice President, Wealth Services

Steven Gasparini is a Senior Vice President, Wealth Services at Destination Wealth Management. As a dedicated advisor...

Elena Song CFP®

Senior Vice President, Wealth Services

Elena Song is a Senior Vice President, Wealth Services at Destination Wealth Management. Elena enjoys over 18 years of...

Jeanne S. Suh CFP®

Senior Vice President, Wealth Services

As a Senior Vice President, Wealth Services at Destination Wealth Management, Jeanne Suh has a focus on delivering...

Donald Travo CFP®, EA

Wealth Advisor

Donald Travo is a Wealth Advisor at Destination Wealth Management and has been in the financial industry since 2018...

Ryan Noxon MBA, CFP®, ChFC®

Wealth Advisor

Ryan Noxon is a Wealth Advisor at Destination Wealth Management. Ryan originated his financial career over 16 years ago...

Malia Salas MBA, CFP®

Wealth Advisor

Malia Salas is a Wealth Advisor at Destination Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, Malia...

Sylvia Xu CFP®

Wealth Advisor

Sylvia Xu is a Wealth Advisor at Destination Wealth Management with over a decade of experience in financial services...