Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Shane Jacksteit is a Certified Financial Planner (CFP®) and financial advisor based in Sunnyvale, California. He provides personalized financial planning and investment guidance to clients in the area. Shane specializes in retirement preparation, education savings, and tax-smart investing strategies. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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