Destination Wealth Management, a San Francisco area based independent firm, was founded in 1986 providing fee based wealth management services to institutions and individual investors. Michael has appeared on CNBC TV in the United States, Asia and Europe as well as CBS radio and other media outlets. The focus of the media appearances is to provide investors insight on current market and economic conditions. He is the author of the book “Your Money, Your Future” focused on helping investors develop the right investment strategy for their goals. He publishes a weekly investment focused newsletter “Common Sense” highlighting current investment and economic issues. He holds multiple advanced degrees including a PhD and MBA and has earned the Certified Financial Planner certification.
The Financial Forum will also be awarding cash prizes to the winners of the market Mogul Competition for 2019.
This event is open to all members of the Financial Forum. Guests are $10. For more information contact Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595