Chief Executive Officer & Founder, Destination Wealth Management
“I decided to join the Board because it’s clear to me that this is a group of volunteers firmly committed to the principles of serving others less fortunate than many of us. The sincerity and kindness of the people, combined with the mission of the Fund, was just a perfect fit for me and my value system.”
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’s as one of the “Top 100 Independent Financial Advisors”, eight years in a row (2009 – 2016).
Michael has over 35 years of experience in the investment management and financial planning field. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation weightings 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 FOX Business TV. Michael writes for CNBC.com, 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 (CFP®) designation.
More information about the firm and Michael Yoshikami can be found at www.destinationwm.com.