Destination Wealth Management

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Christina Talbot is a CFP® with 14 years of experience in financial advisory. She has been with Destination Wealth Management since 2014. The firm provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and institutions. Destination Wealth Management employs a core-and-tactical allocation investment approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Michael Yoshikami is a Certified Financial Planner® with 29 years of industry experience. He has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation strategy informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Sophia Feng is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has worked primarily at Destination Wealth Management, with a brief tenure at Creative Planning LLC. Outside of her advisory role, she is involved in managing a rental property in Livermore, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a core-and-tactical allocation framework supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in assets.

Barbara Matheson is a CFP® professional with 25 years of industry experience. She has worked at Destination Wealth Management since 2019 and previously held roles at TD AMERITRADE and Trinet. Destination Wealth Management is a multi-team firm that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation investment process informed by thematic research and macroeconomic analysis, and it integrates financial planning into managed relationships at no additional cost.

Quinton Mcdermott is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. His prior experience includes roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Malia Salas is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Destination Wealth Management and previously was with Mraz, Amerine & Associates, Inc. Prior to her financial career, she held roles in various industries including brewing and hospitality. Destination Wealth Management serves individuals, high-net-worth clients, and institutional entities by providing discretionary investment management and financial planning. The firm employs a core-and-tactical allocation approach based on fundamental research and macroeconomic analysis, offering a range of investment options including equities, fixed income, ETFs, options, and private securities.

Malena Yatim is a financial advisor at Destination Wealth Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2016, with a brief break in 2015-2016. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Stacy Chretien is a CFP® certificant with 29 years of experience in financial advising. She is currently with Destination Wealth Management and has previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent over two decades. Destination Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-tactical allocation investment approach based on thematic research and macroeconomic analysis, managing discretionary portfolios that may include equities, fixed income, ETFs, options, and private securities.

David Rairden is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Destination Wealth Management since 2017. His prior roles include positions at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2013 to 2016. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a core-and-tactical allocation approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Noah Dalhamer is a financial advisor at Destination Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Destination Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in assets.

Dennis Densmore is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 26 years at Destination Wealth Management. Destination Wealth Management provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a core-and-tactical allocation approach supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Jordan Wesley is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 11 years of industry experience. He holds a Series 65 designation and has been with Destination Wealth Management since 2011. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes a core-and-tactical allocation approach informed by fundamental and macroeconomic research and offers access to alternative investments and estate-planning and tax-preparation services through strategic partners.

Ryan Noxon is a CFP® and ChFC® with seven years of industry experience. He is currently an advisor at Destination Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Edward Jones and held roles at Health Plan of San Joaquin and The Permente Medical Group. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-tactical allocation investment approach informed by thematic and macroeconomic research, managing over $4.1 billion in discretionary assets.

John Healy is a financial advisor at Destination Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including BancWest Investment Services, Bank of the West, Nuveen Asset Management, and LPL Enterprise. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation approach based on thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.