Located in the heart of Sunnyvale, our branch serves affluent long-term investors in Silicon Valley. Executives and entrepreneurs turn to us to help demystify the complex universe of investing amid an environment where employee stock compensation and tax efficiency have emerged as significant portions of one’s financial life.
Our established process helps us identify and understand what’s most important to the families we serve. We partner with our clients and their financial team to develop personalized strategies to help them achieve their most important goals.
We also dedicate time to serve our community. I am proud to have served as a past chair of the board for a local non-profit, Sunnyvale Community Services, as well as the Sunnyvale Silicon Valley Chamber of Commerce.
In addition to my undergraduate education from UC Irvine and Vanguard University, I was awarded the Accredited Asset Management Specialist™ (AAMS®)* and the Chartered Retirement Planning Counselor designations through the College for Financial Planning.
Also serving our clients is Senior Branch Office Administrator, Vonnie Nguyen. She has been serving our clients since 2016. Her passion for serving others comes out through her diligent follow up and exceptional execution of our processes.
Outside of the office, you can usually find me with my wife, Kim, and our beautiful daughter. In our spare time, we may be planning our next vacation or camping trip, tending to our garden or walking our rescue dog, Charlie.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Employee Stock Options
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Board Games
Office Address298 South Sunnyvale Avenue
Sunnyvale, CA 94086
Phone NumberShane Jacksteit at (408) 732-9532
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