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Steven Mathews Gasparini

Destination Wealth Management

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About Steven Mathews Gasparini

Steven Gasparini is a financial advisor at Destination Wealth Management. Steven has been working in the financial industry for over 10 years and has experience in providing financial advice to individuals, businesses, and charitable organizations. Steven is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA). Steven's primary focus is providing financial planning and portfolio management services to high-net-worth individuals, corporations and pension and profit-sharing plans. Steven holds licenses in California.

Firm Information

Steven Gasparini 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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Steven Gasparini’s Registration & Firm History

CA

09/09/2024 - Present

Destination Wealth Management (WALNUT CREEK CA)

MD

05/12/2016 - 10/18/2019

TRIAD ADVISORS LLC (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 12/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Mathews Gasparini.
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