Pedro Cisneros CFP®, AAMS®, CPWA®

D360 Wealth Advisor // Relationship Advisor, Wealth Management Services

Pedro Cisneros is a D360 Wealth Advisor and Relationship Advisor, Wealth Management Services at Destination Wealth Management. He has been in the financial services industry since 2018, providing wealth management and financial planning services focused on families and businesses with complex financial needs.

Pedro is a dedicated and advisor-focused professional with a track record of building strong and lasting partnerships. He enjoys collaborating with clients and their advisor team to help them piece together their financial picture and put them on a path that will enable them to achieve their life goals. Pedro believes that collaboration is at the center of a successful financial planning relationship.

Pedro was born and raised in the San Francisco Bay Area, where he currently resides with his wife, Halle. He graduated from CA State University, Sacramento, with a degree in Economics. He earned the CERTIFIED FINANCIAL PLANNER® certification, in addition to the Accredited Asset Management Specialist® certification. Pedro also earned the Certified Private Wealth Advisor® certification through the Yale School of Management.

 

*For more information about the CERTIFIED FINANCIAL PLANNER®, Accredited Asset Management Specialist® and Certified Private Wealth Advisor certifications, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.