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Michael Yoshikami

Michael Yoshikami
Founder & CEO, Destination Wealth Management

Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM's Portfolio Strategy Committee.

Founded in 1986, Destination is a San Francisco Bay Area-based independent firm that provides fee-based wealth management services to institutional and individual investors. Michael was named by Barron's as one of the "Top 100 Independent Financial Advisors" six years in a row (2009 – 2014).

Michael has over 30 years of experience in the investment management and financial planning field. He oversees the economic viewpoints of the firm and the integration into client portfolios. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation weightings for client portfolios. Additionally, he works with Destination's investment team in integrating behavioral investing strategies with the firm's core fundamental perspective.

Michael provides commentary to Reuters, Dow Jones, the Wall Street Journal, and other international publications and publishes a weekly investment market/investing report that examines the macro environment and its impact on investment decisions.

He holds a Ph.D. in education, and has earned the Certified Financial Planner (CFP®) designation.


More

  • Yoshikami: The Betrayal of Greece Thursday, 29 Apr 2010 | 9:44 AM ET
    View over the caldera of Santorini in Greece.

    With dramatic headlines of Greek troubles spreading and the euro hitting fresh lows against the dollar, the situation grows more critical each day. But today's news only highlights a part of the problem.

  • Goldman Sachs

    I'm outraged, like most, that a culture of excess has crippled the US economic system. Honest people got the short end of the stick and something needs to change. We need more transparency from Wall Street and there should be a level playing field for all investors.

  • Yoshikami: Lessons From Goldman Sachs Friday, 23 Apr 2010 | 1:53 PM ET
    yoshikami_michael_100_2011.jpg

    Goldman Sachs this last Friday was shocked to find themselves at the end of litigation from the SEC that they had misled investors about complex securities sold to investors.