Steven Mathews Gasparini
Investment adviser representative at Destination Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Destination Wealth ManagementAug 2024 to now
- Creative Planning, LLC.Apr 2021 to Jul 2024
- Sullivan, Bruyette, Speros & Blayney, LLC.Oct 2019 to Apr 2021
- Eaglestone Wealth Advisors, Inc.Jun 2014 to Oct 2019
- Triad Advisors, Inc.May 2013 to Oct 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Destination Wealth Management
$4.9BAssets managed
2,299Clients
37Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6201195
- Firm CRD
- 110365