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 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 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.
More information about the firm and Michael Yoshikami can be found at: www.destinationwm.com.