Awards & Recognition
★Barron's Top 100 Independent Financial Advisors (9 consecutive years: 2009-2017)
★Top 10 ranking in Barron's Top 100 Independent Advisors list
★Financial Times Top 300 firms recognition (2014, 2016, 2018)
★Bloomberg Markets Top 50 ranking (2015)
Notable Facts
→CEO and Founder of Destination Wealth Management since 1986
→Ph.D., CFP® with extensive academic credentials including finance professor at National University of Singapore
→Authors finance white papers for Centre for Asset Management Research & Investments at NUS
→Manages $4.1 billion in assets with 56 employees at firm
→Based in San Francisco Bay Area with firm headquarters in Walnut Creek, California
→Regular media commentator on major financial networks for over a decade