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.
Trump's election rocked the tech sector. These big names are worth looking at now, says Michael Yoshikami.
We all know that free trade is more a goal than reality, says Michael Yoshikami. Trump needs to be very careful.
Apple stock is still a buy in my book, but I see some troubling signs for the future, says Michael Yoshikami.
Some key suggestions for allocating your fixed-income portfolio, given expected market conditions under the incoming Trump administration.
The market is on a Trump high but it will end, says money manager Michael Yoshikami.
The bond market is still safe, says money manager Michael Yoshikami. Here's why this is not the time to panic.
Here's what Donald Trump's shocking win means for your portfolio, says money manager Michael Yoshikami.
Best Buy reported better-than-expected numbers and the stock spiked. Here are four reasons to get out now, says wealth manager Michael Yoshikami.
Investor Bert Dohmen said you'd have to be "deaf, dumb and blind" to buy Apple stock. Michael Yoshikami says, "that's ridiculous."