FINANCIAL ADVISOR
Sunnyvale, CA 94086 opens in a new window
Call Send Me a MessageShane Jacksteit,
CFP®, AAMS™, CRPC™
438 South Murphy Ave Suite 201 Sunnyvale, CA 94086 opens in a new window
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
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 02:00PM |
Friday | 08:30AM - 02:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 02:00PM |
Friday | 08:30AM - 02:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Fax
(866) 410-9481Branch Team
- Vera Mae Laver
- Branch Office Administrator
- Marcos Montanez
- Branch Office Administrator
- Diamond Tang
- Branch Office Administrator
Branch Team
Office Address
438 South Murphy Ave Suite 201Sunnyvale, CA 94086opens in a new window
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