Preetika Pande MSc, CFP®
Preetika Pande is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has worked in the financial services industry in London and Dubai prior to moving to the Bay Area.
Prior to joining Destination Wealth Management, Preetika was a Wealth Advisor at Polaris Greystone Financial Group in San Rafael. She partners with her clients and helps them with their goals through various tools, such as retirement planning, education planning, tax planning and cash flow analysis.
Preetika has an undergraduate degree in Economics from the University of Leicester, United Kingdom and a Masters degree in Finance and Economics from the University of Warwick, United Kingdom. She has earned a Certificate in Personal Financial Planning from the University of California, Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ professional.
Preetika is married with a son. She enjoys traveling and exploring different cultures.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.