linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Donald James Travo

Destination Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donald? Claim Your Profile

About Donald James Travo

Donald Travo is a certified financial planner registered with Destination Wealth Management. Donald Travo is also registered with California as an investment advisor. Destination Wealth Management has offices in Walnut Creek, CA. The firm has 32 Investment Adviser Representatives and manages over $3.7 billion in assets. Donald Travo has over 20 years of experience in the financial services industry. Donald Travo's previous work experience includes Capital Wealth Strategies LLC, University of Alabama, US Air Force, SA Stone Investment Advisors, Inc., BCR Wealth Strategies, Pearce, Bevill, Leasburg, Moore and Destination Wealth Management. Donald Travo has successfully passed the Series 66 and Series 65 exams. Donald Travo is experienced in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Donald Travo 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donald Travo’s Registration & Firm History

CA

01/11/2023 - Present

Destination Wealth Management (WALNUT CREEK CA)

Not sure if Donald James Travo is right for you?

Licenses & Designations

IA

Issued 10/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/17/2018

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald James Travo.
Not sure if Donald James Travo is right for you?