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Speakers: Michael Yoshikami

  • January 24, 2023
  • 3:00 PM
  • Fireside Room at Gateway
  • 4


Registration is closed

The Financial Forum welcomes Michael Yoshikami of Destination Wealth Management on Tuesday, January 24th, at 3 PM at the Fireside Room in Gateway Clubhouse. His topic will be “2023 Investment Outlook: Markets, Interest Rates, and Where 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 35 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 focus on providing investors with insight into the current market and economic conditions. In addition, he is thyme author of “Your Money, Your Future,” focused on helping investors develop the right investment strategies for their goals.

This event is open to all members of the Financial Forum. The Forum’s mission is to help our members avoid retirement mistakes. Please sign-up by clicking on the register button. For more information on the Forum or the speaker, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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