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Preetika Pande

Senior Wealth Advisor at Destination Wealth Management

  • LinkedIn

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DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT

  • description Description
    Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. The fir...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Destination Wealth Management Org Chart and Mapping

Employees

Sophie Ho

Operations Coordinator

Elaine Lugo

Senior Vice President, Senior Partner

Cfp® Chris Eagles-Smith

Senior Vice President & Senior Partner - Wealth Management Services

Michael Yoshikami

CEO, Chairman Investment Committee

Anton Dixon

Tactical Strategy Associate

Jessica Coy

SVP, Chief Compliance Officer, HR Manager

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