CNBC Anchors and Reporters

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.

Follow Destination Wealth Management on Twitter @DestinationWM.

More

  • sun.jpg

    With a market correction well underway, it makes sense to analyze how you are making investment decisions as the risk trade unravels. There are lessons to be learned even in today’s unsettled market

  • In the investment strategist world, I tend to be pretty cautious. I do believe that while economies are recovering, it's going to be a long difficult climb from years of excesses.

  • shopper_with_bags_2.jpg

    The tech sector is once again in the limelight after being shoved to the corner in the aftermath of the dotcom bust in 2000.

  • earnings_central_badge.jpg

    Corporate earnings in the U.S. have largely been overshadowed by ongoing concerns over public debt in the European continent. But if one takes the time to look past events overseas and focus on earnings numbers from U.S. firms, most have surprised on the upside.

  • Warren Buffett

    Warren Buffett latest SEC filings to the SEC show that those that say he's an investment dinosaur simply don't understand how the mind of the Omaha Oracle works. Truth is, he is so much more of a tactical investor than many people realize and there are lessons to be learned from his latest investment decisions.

  • european_union_crack2_200.jpg

    As the euro plunges to a four-year low against the dollar and respected economists like Paul Volker wonder out loud if the currency will survive, reflection is necessary to determine why this once prestigious currency appears to be crashing on the rocks of uncertainty.

  • investor_worried.jpg

    The autopsy continues on what caused a 1000 point drop in the Dow last Thursday. But with a quick look at the chart, it is obvious to the naked eye that electronic trading was at least partially to blame for the tailspin.

  • The Parthenon in Greece

    The big three agencies are once again coming under scrutiny by the investment community. Most are wondering how reliable are their ratings?

  • 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.