Christopher
Eagles'Smith
Destination Wealth Management
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About this Advisor
Christopher Eagles'Smith is a certified financial planner who works in Walnut Creek, California, with a total of 8 years of relevant experience. Eagles'Smith works at Destination Wealth Management. Over the course of their career, they have held roles at Polaris Wealth Advisers LLC, Polaris Equity Management Inc, West America Tae Kwon Do and Destination Wealth Management. Eagles'Smith has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California and Texas. Destination Wealth Management is a registered investment business operating out of Walnut Creek, CA. It administers $3 billion in total assets between its 5,463 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 5,463 accounts, 49% belong to high-net-worth clients who have at least $1 million in investable assets. Destination Wealth Management has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules depend on which services are offered. However, fee types charged by Destination Wealth Management likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destination Wealth Management Brokerage Details
$3,211,516,711
51
5,463
$587,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Eagles'Smith Work History
Christopher has been registered as a financial advisor for 8 years.*
Destination Wealth Management
Polaris Wealth Advisers LLC
Polaris Equity Management Inc
West America Tae Kwon Do
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Eagles'Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destination Wealth Management
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.