Disclosures: About Michael Yoshikami
Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM's Portfolio Strategy Committee. Founded in 1986, Destination is a San Francisco Bay Area-based independent firm that provides fee-based wealth management services to institutional and individual investors. Michael was named by Barron’s1 as one of the “Top 100 Independent Financial Advisors”, eight years in a row (2009 – 2016).
Michael has over 30 years’ experience in the investment management and financial planning field. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation weightings for client portfolios and develops the economic viewpoints that guide portfolio strategies. Michael is involved in the investment decision making process and works closely with other research professionals at the firm to develop prudent strategies in today’s challenging environment.
Michael has appeared on CNBC TV in the United States, Asia, and Europe as well as CBS radio and FOX Business TV. The focus of the media appearances is to provide investors’ insight on current market and economic conditions as well as his view on portfolio strategy alternatives available to investors appropriate for current conditions.
Michael has provided content for CNBC.com, publishes the weekly investment focused newsletter “Common Sense” and is author of the book “Your Money, Your Future”. He holds a Ph.D. in Education, an MBA, and has earned the Certified Financial Planner (CFP®) designation.
Barron’s ranking of the “Top 100 Independent Advisors” is based on assets under management, the quality of the advisors’ practices, and the revenue they generate for their firms. Investment performance isn’t an explicit criterion, since clients’ investment objectives differ; for some clients, simply keeping abreast of inflation is sufficient. The scoring system assigns a top score of 100 and rates the rest by comparing them to the top-ranked adviser.