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PP

Preetika Pande

DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA 94597
Some features on this profile are disabled
CRD#: 6645387
PP

Professional summary

Preetika Pande, CFP® is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Preetika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Preetika has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preetika Pande's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 27, 2020 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
RIA
CRD#: 110365
Walnut Creek, CA
Past

July 11, 2016 - February 24, 2020

POLARIS WEALTH ADVISORY GROUP

RIA
CRD#: 158718
SAN RAFAEL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA
Registered Investment Advisory firm - (10/11/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/27/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/11/2016
Uniform Investment Adviser Law Examination

Current Firm

DW
DESTINATION WEALTH MANAGEMENT
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA
Registered Investment Advisory firm - (10/11/1996 Approved)
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Contact information

Main Address
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597
Mailing Address
Phone number
(925) 935-2900
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts5,732
AUM (Assets Under Management)$ 4,145,050,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DESTINATION WEALTH MANAGEMENT

CRD#: 110365Walnut Creek, CA 94597

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