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Michael Allen Yoshikami

Destination Wealth Management

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About Michael Allen Yoshikami

Michael Yoshikami is an investment advisor representative at Destination Wealth Management. Michael has been in the industry since 1993. Michael is registered with the state of California and Texas, and has Series 7, 24 and 63 licenses. Michael has a Certified Financial Planner designation and specializes in retirement planning, college savings and estate planning. Michael has worked at Destination Wealth Management since 2000. The firm's office is located in Walnut Creek, California. Destination Wealth Management has a strong focus on providing financial advice to high net worth individuals, corporations and charitable organizations.

Firm Information

Michael Yoshikami 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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Michael Yoshikami’s Registration & Firm History

CA

02/02/2009 - Present

Destination Wealth Management (WALNUT CREEK CA)

MO

09/10/1996 - 11/29/2000

JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)

GA

05/19/1993 - 09/11/1996

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

04/01/1993 - 05/12/1993

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 02/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/02/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Yoshikami.
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