Destination Wealth Management

Angela Hager is a CFP® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Michael Yoshikami is a CFP® with 29 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2000. He holds a Series 63 designation and is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process combining fundamental research with thematic, longer-term perspectives across various asset classes, and offers estate planning and tax services through strategic partnerships.

Sophia Feng is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently an advisor at Destination Wealth Management, where she has worked since 2015, with a brief tenure at Creative Planning LLC from 2023 to 2024. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers a formal program for alternative and private investment offerings.

Barbara Matheson is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. She has worked at Destination Wealth Management since 2019 and previously held positions at TD Ameritrade, Fidelity, and Wells Fargo Investments. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across various asset classes, and offers alternative investment opportunities with committee oversight.

Quinton Mcdermott is a CFP®, ChFC®, and Series 65 registered advisor with eight years of industry experience. He currently works at Destination Wealth Management and previously held roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. His background also includes experience with Stevens Pass Mountain Resort, LLC. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation-driven investment process combining fundamental research with thematic, longer-term perspectives and integrates alternative investment opportunities through a formal program with committee oversight.

Malia Salas Russell is a CFP® and holds a Series 65 license, with six years of industry experience. She joined Destination Wealth Management in 2025 after spending six years at Mraz, Amerine & Associates, Inc. prior to that. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities with committee oversight.

Xiuhua Xu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. Prior to joining Destination Wealth Management, Xu worked at Baker Avenue Asset Management LP and held roles at Bank of America and Merrill. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven approach combining fundamental research with thematic, longer-term perspectives, and offers alternative investment opportunities subject to committee oversight.

Stacy Chretien is a CFP® professional with 29 years of industry experience, currently serving at Destination Wealth Management since 2023. She previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent 25 years in various roles. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across multiple asset classes, while also offering estate planning and tax services through strategic partnerships.

David Rairden is a CFP® professional with 27 years of experience in financial advisory services. He has worked at Destination Wealth Management since 2017 and previously held roles at USAA Financial Planning Services and Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation-driven investment process that integrates fundamental research and thematic long-term perspectives, offering alternative investment opportunities with committee oversight and expanded estate-planning and tax services.

Noah Dalhamer is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives and offers alternative investment opportunities under committee oversight.

Dennis Densmore is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes an asset-allocation driven investment process that combines fundamental research with thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities with committee oversight.

Jordan Wesley is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with 12 years of industry experience. He 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, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven investment process combining fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with committee oversight.

Ryan Noxon is a CFP®, ChFC®, and holds a Series 66 license with eight years of industry experience. He has worked at Destination Wealth Management since 2025 and previously spent seven years at Edward Jones. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities under committee oversight.

Craig Gentry is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation and with 10 years of industry experience. He has worked at Destination Wealth Management since 2004. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process combining fundamental research with longer-term thematic perspectives and offers alternative investment opportunities subject to committee oversight.

Ingrid Yeh is a financial advisor at Destination Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Advisory Services, Mariner Wealth Advisors, and Hayes Financial. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with longer-term thematic perspectives across various asset classes and offers specialized programs for alternative investments and estate-planning services.