Caroline S. Egan CFP®

Senior Vice President and Executive Partner, Wealth Management Services

Caroline Egan is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management and has over 28 years of experience in Wealth Management. She has worked with many types of clients and situations whether it be in wealth accumulation years, nearing retirement, or wealth transfer stages of clients’ financial lives.

She graduated from the University of San Francisco with a Bachelor of Arts degree. In 1994, she began her career in downtown San Francisco at a firm where she provided investment management services as well as comprehensive financial planning. She earned her CFP® designation in 1998 and in the year 2000, she joined Destination Wealth Management. In 2005, she moved to Seattle to be closer to her parents and joined Northern Trust as a Vice President, Wealth Strategist, responsible for client relationships in the Pacific Northwest. After nine years at Northern Trust, Caroline rejoined Destination Wealth Management.

Caroline was also a long-time instructor for the College for Financial Planning, where she prepared CFP® candidates to sit for the board exam.

Caroline lived in Europe for 17 years and understands the needs of ex-pats as well as green card holders. Caroline is a proud parent of two sons and enjoys skiing, horseback riding, reading, and traveling the globe.


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