Barbara Matheson MS, CFP®
Barbara Matheson is a D360 Wealth Advisor and Senior Vice President, Wealth Management Services at Destination Wealth Management. She brings over 20 years of experience within the investment industry.
Prior to joining DWM, Barbara provided comprehensive financial planning and developed personalized investment strategies for high net worth clients, as a Senior Financial Consultant with TD Ameritrade. For over 10 years, beginning in 2001, she was a Regional Vice President, representing US based investment managers with WM/Principal Funds and AIG. Barbara also spent several years as a Vice President with Fidelity Institutional, representing Workplace 401k Plans.
Barbara is a CERTIFIED FINANCIAL PLANNER®. She obtained a Business Administration degree in Finance from California State University, Fullerton and a Master of Science degree in Personal Financial Planning from the College for Financial Planning.
An Orange County native, Barbara has been a Bay Area resident for the past 10 years. She enjoys hiking, indoor cycling and hosting gatherings with friends and family. She is married with two step children and two dogs.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Preetika Pande MSc, CFP®
Preetika Pande is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services and Partner at Destination Wealth Management. She has worked in the financial services industry in London and Dubai prior to moving to the Bay Area.
Prior to joining Destination Wealth Management, Preetika was a Wealth Advisor at Polaris Greystone Financial Group in San Rafael. She partners with her clients and helps them with their goals through various tools, such as retirement planning, education planning, tax planning and cash flow analysis.
Preetika has an undergraduate degree in Economics from the University of Leicester, United Kingdom and a Masters degree in Finance and Economics from the University of Warwick, United Kingdom. She has earned a Certificate in Personal Financial Planning from the University of California, Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER® professional.
Preetika is married with two sons. She enjoys traveling and exploring different cultures.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Stacy Chretien CFP®, CPA
Stacy Chretien is a D360 Wealth Advisor and Senior Vice President, Wealth Management Services at Destination Wealth Management. She has been in the financial industry since 1995.
Stacy enjoys working with clients to make informed decisions to achieve their financial goals and mitigate the risks associated with investing. She believes the best way to address the unique financial considerations of clients is through financial planning and provision of objective guidance.
Stacy compassionately helps clients transition through life’s stressful events, retirement, marriage, divorce and death. She synthesizes disparate ideas and concepts into cohesive, strategic solutions and enjoys adding clarity to ominous, ambiguous investment concepts.
Prior to joining Destination, Stacy spent 24 years at Charles Schwab, providing wealth management and financial planning services for high net worth individuals and families. In 2020, she moved to a fee-only practice, learning essential small business skills. Stacy earned the CERTIFIED FINANCIAL PLANNER® certification in 2015 and is a member of the Financial Planning Association (FPA).
Stacy is a Bay Area native with strong familial roots in Louisiana. She resides in Oakland with her two pups, Dougie and Lily. In her spare time, she enjoys being outdoors, volunteering in her community and roller skating.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Certified Public Accountant designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Steven Gasparini CFA®, CFP®
Steven Gasparini is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services at Destination Wealth Management. As a dedicated advisor who holds their Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER® professional, Steven offers a deep understanding of investment strategies and personal finance.
Steven crafts detailed financial plans that optimize investment strategy, tax planning review, advanced estate planning review, insurance review, education planning, real estate planning, financing, debt management, and business planning. His goal is to help clients efficiently achieve and sustain their preferred financial independence parameters and, if desired, help build a legacy for future generations.
With his clients, he has navigated a wide array of complex scenarios throughout his career, and he emphasizes the simplification of the intricate topics commonly covered in his practice to help clients make clear, informed decisions. When it comes to working with clients, Steven believes detail is everything, regular communication is vital, and every family he works with should receive their own unique approach and cadence that works best for them.
Steven was born in Harrisburg, PA, but has lived and worked in the Carolinas, Washington, DC, and the Bay Area throughout his career and has worked with clients all over the country. He graduated from Duke University with a Bachelor of Science in Economics.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Analyst® designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Elena Song CFP®
Elena Song is a D360 Wealth Advisor and Vice President, Wealth Management Services at Destination Wealth Management (DWM). Elena enjoys over 16 years of experience with registered investment advisory firms from Burbank, CA to Bethesda, MD, and the San Francisco Bay Area.
Elena has an innate passion to help people. She is energized by working with her team to empower clients to have confidence and control in their financial lives. DWM’s caring approach to guiding clients runs congruent with Elena’s approach to working with her clients. Elena has a special appreciation for the importance of taxes to a client’s overall financial picture. She has an affinity for tax regulations as a means to enrich the holistic financial planning experience for her clients.
Elena is a CERTIFIED FINANCIAL PLANNER®. She graduated Magna Cum Laude from California State University, Los Angeles with a Bachelor of Science in Economics, and a Master of Arts in Financial Economics. Elena spent four years on a U.S. diplomatic mission to Kampala, Uganda. Her experience there resulted in her ongoing commitment to help street orphans in Uganda. She is proficient in Russian and has an intermediate knowledge of Korean.
At home, Elena loves spending time with her husband, their son, and their Labrador, Rook. She enjoys gardening, history books, and travel. And, on any given Sunday, you can find her rooting for the Pittsburg Steelers.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Pedro Cisneros CFP®, AAMS®
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. Prior to joining Destination, Pedro worked for Edward Jones as a Financial Advisor in Davis California, providing wealth management and financial planning services focused on businesses and families 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’s time away from work is spent with his wife and family enjoying the outdoors, or nurturing his hobbies of martial arts, music, and backpacking.
*For more information about the CERTIFIED FINANCIAL PLANNER® and Accredited Asset Management Specialist® certifications, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Ryan Noxon MBA, CFP®, ChFC®
Shaun Williams CFP®
Donald Travo CFP®, EA
Donald Travo is a D360 Wealth Advisor, Wealth Advisor and Financial Planner, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 2018.
Donald works closely with other team members on financial planning strategies.
Donald began his career as a Financial Planner in Alabama working for RIA’s and wealth management firms working with high net-worth clients providing financial plans for retirement, college savings and tax planning. Donald also worked for an accounting firm performing individual and small business returns and financial projections.
Donald earned his Bachelor of Science degree in business from Troy University. He also earned a second Bachelor’s degree in accounting and a Masters degree in Financial Planning from The University of Alabama.
Donald was born in Spokane WA. He spent 17 years serving in the Air Force as a Special Operations Operator and an Air Traffic Controller. Donald enjoys spending time with his daughter, working out, spending time outdoors and volunteering to help local veterans with financial issues.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Enrolled Agent (EA), please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
Jeanne S. Suh CFP®
As a D360 Wealth Advisor and Financial Planning Project Manager, Wealth Management Services at Destination Wealth Management, Jeanne Suh has a focus on delivering meaningful financial planning services. Jeanne ensures that clients receive comprehensive guidance tailored to their unique needs and has an ongoing commitment in helping clients find their path to economic freedom.
With more than 18 years of experience in the financial services industry, Jeanne offers our clients a truly comprehensive planning experience. Prior to joining DWM, she served as Vice President Financial Consultant at Charles Schwab for 15 years. It was at Charles Schwab that she discovered her true passion for financial planning, finding fulfillment in solving complex financial challenges and building lasting relationships with clients. Eager to leverage her expertise and knowledge, Jeanne now channels her passion into her work at Destination Wealth Management, where she is committed to making a meaningful impact in the lives of our clients.
In addition to her professional pursuits, Jeanne is deeply committed to supporting philanthropic endeavors, with a particular focus on serving women and children. Through her involvement in various initiatives, Jeanne seeks to make a positive difference in the community, inspiring young people, especially women, to pursue careers in wealth management. Jeanne resides in the Bay Area with her husband and three children, where they enjoy a vibrant family life. Outside of work and philanthropy, Jeanne finds joy in exploring new culinary experiences, jet-setting to intriguing destinations, and indulging in the music of BTS.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
