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Caroline Sabina Egan

Destination Wealth Management

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About Caroline Sabina Egan

Caroline Sabina Egan is a financial advisor with Destination Wealth Management in Walnut Creek, CA. Caroline has been in the financial services industry since 1994. Caroline is a Certified Financial Planner™ professional. Caroline holds Series 6, 7, 63, and 65 licenses. Caroline specializes in retirement planning, education planning and estate planning.

Firm Information

Caroline Egan is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caroline Egan’s Registration & Firm History

CA

05/23/2014 - Present

Destination Wealth Management (WALNUT CREEK CA)

WA

01/04/2006 - 04/01/2014

NORTHERN TRUST SECURITIES, INC. (SEATTLE WA)

OH

07/07/1999 - 05/03/2000

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

CA

07/28/1997 - 07/14/1999

EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)

MA

06/26/1997 - 05/19/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/26/1997 - 05/19/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

OH

06/15/1995 - 07/23/1997

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

MA

02/23/1994 - 06/16/1995

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 02/08/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1995

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caroline Sabina Egan.
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