Investment Advice DESTINATION WEALTH MANAGEMENT 1255 TREAT BLVD STE 900 • WALNUT CREEK, CA 94597

$1 million–$2 million

Approved dollars

1

Loan

1 PPP loan approved for DESTINATION WEALTH MANAGEMENT

Description Business Name Business Type Industry + Sector Employees Date Approved Loan Amount Lender
$1M–$2M loan to DESTINATION WEALTH MANAGEMENT DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, CA
Corporation Investment Advice
Finance and Insurance
April 15, 2020 $1M–$2M Heritage Bank of Commerce