The Financial Forum welcomes Michael Yoshikami of Destination Wealth Management on Tuesday, January 28th, at 3 PM at the Fireside Room in Gateway Clubhouse. His topic will be 2025: How to Invest Now.
Michael Yoshikami, Ph.D., CFP, is the CEO and founder of Destination Wealth Management. 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. He has over 40 years of experience in investment management and financial planning. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation decisions for client portfolios and develops the economic viewpoints that guide portfolio decisions.
Michael has appeared on CNBC TV in the United States, Asia, and Europe, as well as on CBS radio and other media outlets. The media appearances provide investors insight into the current market and economic conditions. In addition, he is the author of “Your Money, Your Future,” focused on helping investors develop the right investment strategies for their goals.
The Financial Forum is a 501(C)3 whose mission is to educate our members in all finance matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be available. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
