portrait of Shane Jacksteit
FINANCIAL ADVISOR

Shane Jacksteit

CFP®, CAP®, AAMS™, CRPC™
438 South Murphy Ave Suite 201, Sunnyvale, CA 94086opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Not-for-profit Organizations
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Community Outreach
  • Spending Time with Family
  • Board Games
  • Camping

Team Members

  • Vera Mae Laver
    Branch Office Administrator
  • Diamond Tang
    Branch Office Administrator
  • Carmen Chavarria
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:30AM - 02:00PM
Wed Closed for Holiday
Thu 08:00AM - 05:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Phone

(408) 732-9532

Fax

(866) 410-9481

Office Address

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

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