DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner30 years in industry

STACY L CHRETIEN

Advisor at DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e0b7b38-104a-65e4-d55f-1ff28cc9dcd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DESTINATION WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 7, 1997
First registration: Aug 15, 2007
Dual registered: no
Other names: STACY LYNN CHRETIEN|STACY LYNN CHRETIEN
IAPD individual key: 2699599

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DESTINATION WEALTH MANAGEMENT	Independent wealth	Feb 2, 2023	n/a	yes	WALNUT CREEK, CA	Current employment
CAPASSO PLANNING PARTNERS LLC	Independent wealth	Jan 29, 2021	Jan 26, 2023	no	Charleston, SC	Previous registration
INSIGHT WEALTH STRATEGIES, LLC	Independent wealth	Apr 3, 2020	Jan 4, 2021	no	SAN RAMON, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 15, 2007	Apr 16, 2020	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|Walnut Creek, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPASSO PLANNING PARTNERS LLC	DESTINATION WEALTH MANAGEMENT	Jan 26, 2023	Feb 2, 2023	7	Firm change	RIA to RIA
INSIGHT WEALTH STRATEGIES, LLC	CAPASSO PLANNING PARTNERS LLC	Jan 4, 2021	Jan 29, 2021	25	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	INSIGHT WEALTH STRATEGIES, LLC	Apr 16, 2020	Apr 3, 2020	-13	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 2, 2023 to presentfactForm ADV
→ CAPASSO PLANNING PARTNERS LLCRegistered adviserregistration: previous registration
Jan 29, 2021 to Jan 26, 2023factForm ADV
→ INSIGHT WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Apr 3, 2020 to Jan 4, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 15, 2007 to Apr 16, 2020factForm ADV

Dated events

Occurred
Jan 26, 2023
Advisor changed firm
Stacy L Chretien left Capasso Planning Partners Llc for Destination Wealth Management (registered 2023-02-02)
Form ADVobserved 4 days ago