December 12, 2013
Closing Bell Exchange
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George is President of Destination Wealth Management and oversees the activities of the Advisor Team. 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 Managing Director of Wealth Management Services of the Advisor Division 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 Managing Director of Wealth Management Services of the Advisor Division 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 Vice President of Wealth Management Services of the Advisor Division 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 Vice President of Wealth Management Services of the Advisor Division 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 Adminstration 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 Vice President and Chief Business Development Officer at
Destination Wealth Management. He has worked in the financial services
industry since 1993. A Certified Financial PlannerTM (CFP®) since 1995, Robert
has extensive experience in financial planning, investments, private banking,
lending, insurance and estate planning.
As Chief Business Development Officer, 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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Ben is a Senior Wealth Advisor at Destination Wealth Management. He has been in the financial service industry since 2003. He began his career at Summit Financial Strategies, Inc., a fee-only wealth management firm in Columbus, Ohio. Ben specializes in providing comprehensive financial planning strategies such as retirement planning, risk management, income tax planning, and long term cash flow analysis. He finds reward in helping clients navigate through the seemingly difficult financial decisions that impact their lives.
Prior to joining Destination Wealth Management, Ben was an Associate Advisor
at Summit, working with families and individuals helping them achieve financial
stability and security.
Ben was born and raised in Columbus, OH. Ben received his Bachelor of Science degree with a concentration in Finance and Economics and a minor in Business from Ohio University. He is a Certified Financial Planner professional.
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Aaron Langston is a Wealth Advisor 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 Wealth Advisor with 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 Wealth Advisor 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 Financial Advisor 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 Adminstration from the University of California, Berkeley in 1991. He then worked for Xerox Corporation for five years before earning his Master of Business Adminstration degree in 1998 from the Anderson School of Business at University of California, Los Angeles with an emphasis in Finance, Marketing, and Entrepreneurial Studies.
To read more about , click here.
Dustin is a Wealth Advisor 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.
To read more about DUSTIN, click here.
Craig is a Wealth Advisor 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 Planning
Association and two Estate Planning Councils, Tri-Valley and Diablo Valley.
To read more about , click here.
To read more about Sonia, 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 firstname.lastname@example.org.
We are pleased to announced that Michael Yoshikami has made Barron's1 "Top 100 Independent Advisors" list for five years in a row! He has made the list for 2009, 2010, 2011, 2012 and 2013! Continue Reading >
1 Barron’s “Top 100 Independent Advisors” was based on assets under management, revenues the advisors generate for their firm and the quality of their practices.
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 >