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Destination Wealth Management

Engaged employer

One owner shop run by well-spoken, ego-maniac. Corporate culture builds mistrust and fosters infighting. - Anonymous employee Destination Wealth Management Employee Review

2.0
7 Apr 2010
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Geographically desirable location for residents of the East Bay Area. Benefits are OK. Modest salary may be sufficient for those looking to be comfortable without taking on risk (culture encourages staying under the radar and not questioning management). Asset allocation approach saves clients from severe underperformance. Firm owner is very good at marketing Hard to come up with additional good reasons to work at YCMNet Advisors.

Cons

Lack of managerial talent - no training program, limited opportunities to advance, modest salary Investment process lacks discipline No communication between Financial Advisors and investment team Investment decisions mostly arbitrary based on the mood and sentiment of firm owner Firm owner spends too much time trying to get on TV and not enough time understanding the investments he solicits to clients High rate of employee turnover (might wonder why so many people come and go)

Explore other reviews about Destination Wealth Management

5.0
9 Jul 2018
Recommend
CEO approval
Business outlook

Pros

Great benefits Good pay Awesome people Compassion/Empathy as core values with opportunity to join company’s charity committee for those who really do love giving back Nice perks- fully stocked kitchen with discounted breakfast/lunch items available as well as healthy options for the health conscious Lots of charity iniatives throughout the year including a company-wide volunteering/service event for a day Managers who really care about you as a person, not just an employee

Cons

There are a couple cliques that can be intimidating, but they’re kind people once you get to know them. Just requires patience and kindness.

2
1.0
1 Dec 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Reasonably good benefits and pay

Cons

A narcissistic "boss" who shoots from he hip and doesn't seem to have a clear strategy. Cult-like environment. Unwillingness to listen to employees. Lower "managers" who have zero managerial experience and frankly don't belong in the positions they are in, as they have no concept of how to communicate, motivate, or foster a positive team environment.

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