Financial Advisors
Sunnyvale, CA
Shane Jacksteit is a CFP-certified financial advisor with Edward Jones in Sunnyvale, specializing in comprehensive financial planning for individuals and families. With credentials including CEPA, CAP, AAMS, and CRPC designations, Shane offers personalized investment management, retirement planning, and wealth strategy services tailored to each client's unique goals. Edward Jones combines personal service with institutional resources to help clients build and preserve wealth.
Ideal for: Families planning for retirement, high-net-worth individuals seeking comprehensive wealth strategy, business owners planning for succession, individuals nearing or in retirement
Service area: Sunnyvale and surrounding Silicon Valley communities
CFP-Certified Advisor: Shane Jacksteit holds CFP (Certified Financial Planner) certification, demonstrating expertise and fiduciary commitment to comprehensive financial planning.
Multiple Professional Designations: Beyond CFP, Shane holds CEPA, CAP, AAMS, and CRPC credentials, reflecting specialized knowledge in estate planning, asset management, and personalized retirement strategies.
Established Edward Jones Partnership: Backed by Edward Jones's resources and institutional support, Shane combines local personalized service with access to comprehensive financial products and research.
Address: 438 S Murphy Ave Suite 201, Sunnyvale, CA 94086
Phone: (408) 732-9532
Website: edwardjones.com
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