Robert K. Jacques

Robert Jacques is a D360 Wealth Advisor, Managing Director, and Senior Executive Partner, Wealth Management Services at Destination Wealth Management. He has worked in the financial services industry since 1993 and earned his CERTIFIED FINANCIAL PLANNER^® certification in 1995.  

Robert provides comprehensive wealth management advice, drawing on extensive experience in financial planning, investments, private banking, lending, insurance, and estate planning. He works closely with clients while building relationships with business partners, professional advisors, nonprofit organizations, and community leaders.  

Robert first joined Destination Wealth Management from 2000 to 2007 and returned in 2014 after serving as a private banker with Union Bank and Citigroup, where he advised high-net-worth individuals and business owners.  

He has served on the boards of Empowered Aging, Regional Parks Foundation, Alta Bates Summit Foundation, Contra Costa Senior Legal Services, and Alzheimer's Services of the East Bay, and has been active in local estate planning councils.  

Robert earned an MBA from Golden Gate University and a BA from George Washington University. He lives in Oakland with his wife and son and enjoys exploring East Bay parks and playing surf guitar.

*For more information about the CERTIFIED FINANCIAL PLANNER^® and Certified Senior Advisor (CSA)^® certification, please refer to the disclosure page on our website at www.destinationwm.com/disclosures.