CHRISTINA KO TALBOT
Christina is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has been in the financial services industry since 2006. She began her career at Citibank as a licensed banker and then moved towards a career in the Investment industry working at a Registered Investment Advisor (RIA) in Palo Alto with Sand Hill Global Advisors. In this role, Christina worked in tandem with the Wealth Advisory and Investment Management teams on complex client situations such as divorce, restricted stocks and options, outside investments in hedge funds and venture capital. After spending half a decade at Sand Hill, Christina went on to be a Financial Advisor with Morgan Stanley where she specialized in financial planning for clients geared towards retirement and education fund planning.
Prior to joining Destination Wealth Management, Christina was an Investment Associate at Royal Bank of Canada Wealth Management (RBC) in San Francisco. In this capacity, she oversaw the daily activities of the client service and operations team, managed the firm’s separate account manager relationships, and handled reporting, trade execution, and quarterly client meetings. She has over twelve years of experience in financial services, working with high net worth individuals, their families, and institutions.
Christina was born in Houston, Texas and raised in Cupertino, California. She is a CFP® certificant and she holds a Bachelor’s Degree in Economics Administration from the University of California, Riverside and minored in Film and Visual Culture. In her free time she enjoys spending time with family and friends exploring different hiking trails along the peninsula.