portrait of Shane Jacksteit
FINANCIAL ADVISOR

Shane Jacksteit,

CFP®, AAMS™, CRPC™
438 South Murphy Ave Suite 201 Sunnyvale, CA 94086 opens in a new window
Call Send Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Socially Conscious Investing

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Board Games
  • Camping
  • Social Responsibility

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 02:00PM
Saturday Closed
Sunday Closed

Fax

(866) 410-9481

Branch Team

  • Vera Mae Laver
    Branch Office Administrator
  • Marcos Montanez
    Branch Office Administrator
  • Diamond Tang
    Branch Office Administrator

Office Address

438 South Murphy Ave Suite 201
Sunnyvale, CA 94086opens in a new window

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