Michael 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 40 years’ experience in the investment management and financial planning field. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation decisions for client portfolios and leads the development of the economic viewpoints that guide portfolio decisions.

Michael has appeared on CNBC TV in the United States, Asia, and Europe as well as CBS radio and other media outlets. The focus of the media appearances is to provide investors’ insight on current market and economic conditions.

Michael is the author of the book, “Your Money, Your Future” focused on helping investors develop the right investment strategy for their goals. He publishes the weekly investment focused newsletter “Common Sense” highlighting current investment and economic issues. He holds multiple advanced degrees including a Ph.D. in education, an MBA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.


*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.