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Destination Wealth ManagementFinancial advisor in Walnut Creek, CA

Destination Wealth Management is a financial advisor at 1255 Treat Blvd #900, Walnut Creek, CA 94597, ranked #25 of 66 wealth managers in Walnut Creek and rated 4.7 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Walnut Creek, CAUpdated 0 paid placements in any rankingHow we rank

Call (800) 947-3864Website ↗

Key facts

Key facts about Destination Wealth Management
Address1255 Treat Blvd #900, Walnut Creek, CA 94597Get directions
Phone(800) 947-3864
Websitedestinationwm.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 1 PM
Google rating4.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Walnut Creek and 11 towns within 25 miles: Pleasant Hill, Concord, Lafayette, Alamo, Clayton, Orinda, Moraga, Martinez, Danville, Bay Point and Benicia.

Based in Walnut Creek, CAView on map

Opening hours

Opening hours for Destination Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Destination Wealth Management

How is Destination Wealth Management ranked in Walnut Creek?

Destination Wealth Management is ranked #25 of 66 wealth managers in Walnut Creek by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Destination Wealth Management’s hours?

Destination Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Destination Wealth Management serve?

Serves Walnut Creek and 11 towns within 25 miles: Pleasant Hill, Concord, Lafayette, Alamo, Clayton, Orinda, Moraga, Martinez, Danville, Bay Point and Benicia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Destination Wealth Management?

Destination Wealth Management has a rating of 4.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Destination Wealth Management?

Call Destination Wealth Management on (800) 947-3864. The business is at 1255 Treat Blvd #900, Walnut Creek, CA 94597. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Destination Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Destination Wealth Management (this business)—634.7 (3)NoNo
Babylon Wealth Management#23635.0 (10)NoNo20.7 mi
RBC Wealth Management Branch - Walnut Creek#24635.0 (3)NoNo2.1 mi
EntreFolio Wealth Management#26635.0 (6)NoNo13.9 mi

See all 66 ranked wealth managers in Walnut Creek