Elena Song
Investment adviser representative at Destination Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Destination Wealth ManagementApr 2024 to now
- Rwa Wealth Partners, LLCNov 2023 to now
- Polaris Wealth Advisory GroupOct 2023 to Nov 2023
- Team Hewins, LLCMar 2021 to Oct 2023
- Consilium Wealth ManagementNov 2020 to Feb 2021
- Aegis Wealth Management, LLCOct 2019 to Oct 2020
- State DepartmentNov 2018 to Sep 2019
- UnemployedApr 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6582215
- Firm CRD
- 110365