The Berkeley financial planning advisors1 at Destination Wealth Management want to put you on a path to your financial and wealth building goals.
Through comprehensive financial planning and sound investment management, we strive to help our clients build, grow and protect their wealth.
We have been providing our Berkeley financial planning services1 to a wide range of clients since we opened for business in 1986. Now, we have over 4,000 client accounts and a team of over 50 employees. Are you looking for a financial advisor? We have over 15 Certified Financial Planner™ certificants on our staff, and many more professionals with advanced degrees in business and finance.
Our comprehensive financial planning services in Berkeley CA1
One of the challenges associated with thorough financial planning is that there are so many financial aspects to account for. These can include, but are certainly not limited to:
- Retirement planning
- Tax considerations
- Insurance needs
- Social security optimization
- Long-term care
- Elder care
- Education funding
- And more
With the assistance of our financial planning advisors in Berkeley CA1, you and your advisor can anticipate these needs and plan accordingly. Our Berkeley financial planning advisors1 ask the tough questions and prepare a detailed plan that provides you a blueprint to help you reach your financial destination..
Consult with the team behind our Berkeley financial planning services1
Destination Wealth Management combines financial planning with investment management to create an overall wealth building strategy. We provide the focused attention that our clients deserve, plus, our advisors don’t operate on commission. We’re not trying to sell you products or services — we simply want to help you move toward your financial goals by providing solutions that are always in your best interest.
Our Berkeley financial planning advisors1 look forward to talking to you. Connect with Destination Wealth Management and schedule your consultation today!