DS
Destiny Serna
from Wealth Architects, LLC
Destiny Serna is a financial advisor based in California, Mountain View,
with 14 years of experience. Destiny currently works for
Wealth Architects, LLC.
Destiny maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Destiny Serna works at Wealth Architects, LLC
Wealth Architects, LLC is a financial advisory firm based in Mountain View, California. It currently has approximately $1,372,711,689 of assets under management and employs about 22 people. Wealth Architects, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
800 West El Camino Real, Suite 201, Mountain View, California, 94040
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