Elaine
Lugo
Destination Wealth Management
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About this Advisor
Elaine Lugo is a certified financial planner operating in Walnut Creek, California who has 18 years of relevant experience. Lugo works at Destination Wealth Management. They have spent their whole career at Destination Wealth Management. Lugo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Destination Wealth Management is a company based out of Walnut Creek, CA. It handles $3 billion in assets across its 5,463 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 5,463 customer accounts, 49% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Destination Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Destination Wealth Management likely consist 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
Elaine Lugo Work History
Elaine has been registered as a financial advisor for 18 years.*
Destination Wealth Management
*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 Elaine Lugo 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
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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.
