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®

D360 Wealth Advisor | Managing Director & Senior Executive Partner

Geoffrey Cable is a D360 Wealth Advisor, Managing Director and Senior Executive Partner at Destination Wealth Management...

Robert K. Jacques MBA, CFP®, CSA®

D360 Wealth Advisor | Managing Director & Senior Executive Partner

Robert Jacques is a D360 Wealth Advisor, Managing Director, and Senior Executive Partner, Wealth Management Services at...

Angie M. Hager CFA®, CFP®, CSRIC®

D360 Wealth Advisor | Managing Director, Senior ESG Consultant & Executive Partner

Angie Hager is a D360 Wealth Advisor, Managing Director, Senior ESG Consultant and Executive Partner at Destination...

Caroline S. Egan CFP®

D360 Wealth Advisor | Senior Vice President & Executive Partner

Caroline Egan is a D360 Wealth Advisor, Senior Vice President and Executive Partner at Destination Wealth Management and...

Rita Chan Martin CFP®, EA

D360 Wealth Advisor | Managing Director, Director of Operations & Senior Executive Partner

Rita Chan is a D360 Wealth Advisor, Managing Director, Director of Operation and Senior Executive Partner at Destination...

Dustin R. Tong MS, CFP®, ChSNC®

D360 Wealth Advisor | Senior Vice President & Senior Partner

Dustin Tong is a D360 Wealth Advisor, Senior Vice President and Senior Partner at Destination Wealth Management and has...

Chris Eagles-Smith CFP®

D360 Wealth Advisor | Senior Vice President & Senior Partner

Chris Eagles-Smith is a D360 Wealth Advisor, Senior Vice President and Senior Partner at Destination Wealth Management...

Sophia Feng CFP®

D360 Wealth Advisor | Senior Vice President & Partner

Sophia Feng is a D360 Wealth Advisor, Senior Vice President and Partner at Destination Wealth Management. With more than...

David Rairden CFP®

D360 Wealth Advisor | Senior Vice President & Senior Partner

David Rairden is a D360 Wealth Advisor, Senior Vice President and Senior Partner at Destination Wealth Management. He...

Barbara Matheson MS, CFP®

D360 Wealth Advisor | Senior Vice President

Barbara Matheson is a D360 Wealth Advisor and Senior Vice President at Destination Wealth Management. She brings over 25...

Preetika Pande MSc, CFP®

D360 Wealth Advisor | Senior Vice President & Partner

Preetika Pande is a D360 Wealth Advisor, Senior Vice President and Partner at Destination Wealth Management. She has...

Stacy Chretien CFP®, CPA

D360 Wealth Advisor | Senior Vice President

Stacy Chretien is a D360 Wealth Advisor and Senior Vice President at Destination Wealth Management. She has been in the...

Steven Gasparini CFA®, CFP®

D360 Wealth Advisor | Senior Vice President

Steven Gasparini is a D360 Wealth Advisor, Senior Vice President at Destination Wealth Management. As a dedicated...

Elena Song CFP®

D360 Wealth Advisor | Vice President

Elena Song is a D360 Wealth Advisor and Vice President at Destination Wealth Management. Elena enjoys over 18 years of...

Pedro Cisneros CFP®, AAMS®, CPWA®

D360 Wealth Advisor | Relationship Advisor

Pedro Cisneros is a D360 Wealth Advisor and Relationship Advisor at Destination Wealth Management. He has been in the...

Jeanne S. Suh CFP®

D360 Wealth Advisor | Wealth Management Advisor

As a D360 Wealth Advisor and Wealth Management Advisor at Destination Wealth Management, Jeanne Suh has a focus on...

Donald Travo CFP®, EA

D360 Wealth Advisor | Wealth Management Advisor

Donald Travo is a D360 Wealth Advisor and Wealth Management Advisor at Destination Wealth Management and has been in the...

Ryan Noxon MBA, CFP®, ChFC®

D360 Wealth Advisor | Wealth Management Advisor

Ryan Noxon is a D360 Wealth Advisor and Wealth Management Advisor at Destination Wealth Management. Ryan originated his...

Malia Salas MBA, CFP®

D360 Wealth Advisor | Wealth Management Advisor

Malia Salas is a D360 Wealth Advisor and Wealth Management Advisor at Destination Wealth Management. As a CERTIFIED...

Sylvia Xu CFP®

D360 Wealth Advisor | Wealth Management Advisor

Sylvia Xu is a D360 Wealth Advisor and Wealth Management Advisor at Destination Wealth Management with over a decade of...