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 was named by Barron’s1 as one of the “Top 100 Independent Financial Advisors”, ten years in a row (2009 – 2018).
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 decisions for client portfolios and develops the economic viewpoints that guide portfolio strategies.
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 publishes the 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™ certification.
1Michael Yoshikami was included in Barron’s 2018 “Top 100 Independent Wealth Advisors”. The criteria for ranking reflects assets under management, revenue that the advisors generate for their firms, and the quality of the advisor’s practices. Investment performance is not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of advisors’ clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Mr. Yoshikami was nominated for inclusion in the list. There are over 100 nominations, but only 100 published ranking spots. Barron’s uses a proprietary method to rank advisors based on the criteria above. Destination Wealth Management provides this data to Barron’s in the form of a survey response. Initial ranking is done by Barron’s; publicly available data is verified by Barron’s via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No payment was required for nomination or inclusion in the ranking. After receiving notice of inclusion in the top 100 ranking list, Destination Wealth Management (DWM) paid Dow Jones & Company for glossy reprints of the piece and inclusion in their directory. DWM also paid Dow Jones through RightsLink for permission to link to a Dow Jones WebReprint to our corporate website. No organizational memberships were required of DWM or individuals. Ranking on this list is not representative of any one client's experience and is not indicative of DWM’s future performance. DWM is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.