Michael A. Yoshikami Ph.D., CFP®

CEO, Founder and Chairman, Portfolio Strategy Committee

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 has over 35 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.

Michael has appeared on CNBC TV in the United States, Asia, and Europe as well as CBS radio and FOX Business TV.

Michael publishes a 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.


*For more information about the CERTIFIED FINANCIAL PLANNER™ designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.