Robert is a Managing Director and Senior Partner, Wealth Management Services at Destination Wealth Management. He has worked in the financial services industry since 1993. Robert Jacques obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1995. Robert has extensive experience in financial planning, investments, private banking, lending, insurance, and estate planning.
Robert is responsible for developing firm relationships with clients, business partners, non-profit groups, corporate and civic organizations, and professionals.
Prior to rejoining the firm in 2014, Robert worked for Union Bank and Citigroup as a private banker working with high-net-worth individuals and commercial businesses. He first joined Destination Wealth Management from 2000 to 2007.
Robert recently served on the Board of Directors of the Regional Parks Foundation and was chair of their planned giving committee. Robert is a member of the East Bay Estate Planning Council and the Estate Planning Council of Diablo Valley.
He also served on the Board of Delegates of the Alta Bates Summit Foundation and was a member of their investment committee. Robert is the former board president of Alzheimer’s Services of the East Bay and former board member of Contra Costa Senior Legal Services.
Robert received a Master of Business Administration (MBA) degree from Golden Gate University and a bachelor’s degree from George Washington University. Robert resides in the Montclair area of Oakland with his wife and son. He enjoys spending time in the East Bay parks with his family and playing surf guitar.