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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

  • Business Mistake

    ABSTRACT

  • Stocks down

    Stock markets are up 50 percent from the March lows and you need to prepare for a correction. Whether you believe that a 10 percent pullback is reasonable or that something greater is coming, it makes sense to invest with the perspective that a retracement is coming and still be positioned for more market movement forward.

  • Yoshikami: Rising Home Sales Don't Equal Recovery Wednesday, 26 Aug 2009 | 11:42 PM ET
    for_sale_signs_AP2.jpg

    Despite sales gains all is not well with housing, with the trade-up buyer still on the sidelines.