Destiny
Serna
Wealth Architects, LLC
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About this Advisor
Destiny Serna is a financial advisor based in Mountain View, California, working with Wealth Architects, LLC. Destiny has previously held positions at Robert W. Baird & Co, Wealth Architects, Menlo College, John Hancock Financial Network, Starbucks, Round Table Pizza, Fisher Investments, and Wealth Architects, LLC. Destiny has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Destiny is part of Wealth Architects, LLC, which operates out of Mountain View, California. The firm has 23 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Wealth Architects, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Architects, LLC Brokerage Details
$1,778,292,712
23
2,688
$661,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Destiny Serna Work History
Wealth Architects, LLC
Wealth Architects, LLC
Fisher Investments
Wealth Architects, LLC
Robert W. Baird & Co
Wealth Architects
John Hancock Financial Network
Menlo College
Starbucks
Menlo College
Round Table Pizza
Disclosures
Please visit the SEC profile of Destiny Serna 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 Wealth Architects, LLC
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
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