The Financial Forum welcomes Michael Yoshikami to the Fireside Room at 3 PM on Jan 23rd. His topic will be “A New Investment Environment”. Michael is CEO and founder of Destination Wealth Management, a Walnut Creek company with over 3 billion dollars in assets under management. 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.
He 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 current market and economic conditions.
Michael is the author of the book, “Your Money, Your Future,” which focuses on helping investors develop the right investment strategy for their goals. He publishes the weekly investment-focused “Common Sense” newsletter highlighting current investment and economic issues. He holds multiple advanced degrees, including a Ph.D. in education and an MBA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
The Financial Forum is a 501 (C)3 in good standing. Its mission is to educate its members in all finance matters, including wealth management, estate planning, insurance, real estate, long-term health care, fraud, and identity theft. Its activities include 4th Monday lectures, quarterly workshops, 1st Thursday chat groups, 2nd Monday movies, and the Market Moguls Investment group. Donations are welcomed and greatly appreciated.
There will be light refreshments available. To sign up, please press the Register button. For more information on the speaker or to learn more about becoming a member, please call Joe Hoffman at 925-954-7912.
