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Rita Chan

Wealth Advisor, CFP at Destination Wealth Management

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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

Jessica Coy

SVP, Chief Compliance Officer, HR Manager

Geoffrey Cable

Managing Director & Executive Partner

Joe Palacios

Operations Coordinator

Anton Dixon

Tactical Strategy Associate

Cfp® Chris Eagles-Smith

Senior Vice President & Senior Partner - Wealth Management Services

Mark McMechen

Managing Director & Director of Research

Frequently Asked Questions Regarding Rita Chan

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Answer: Rita Chan’s role in Destination Wealth Management is Wealth Advisor, CFP

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  • Phone number  :  (***)-***-****
  • Email  :  r****@destinationwm.com

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