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Location:
Pleasanton (Bay Area), CA
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LOCATION INFO
5684 Stoneridge Drive
Suite A
Pleasanton, CA 94588
Phone: (925) 227-0555
Fax: (925) 737-0395
ABOUT THIS LOCATION
With more than 23 years combined industry experience, the investment advisors of The Mutual Fund Store in Pleasanton serve the East Bay including the areas of Livermore, Fremont and Oakland. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
Steve Nykamp
CFP®
Senior Investment Advisor
Successfully completed the Series 7 and 66 licenses administered by FINRA.
Earned the distinction of CERTIFIED FINANCIAL PLANNER (CFP®).
B.S. in Managerial Economics from University of California-Davis.
Member of the Financial Planning Association of the East Bay.
Hobbies include following business and politics, spending time in the Sierra Nevada's, and hiking and biking the hills and trails of the Bay Area.
Sean O'Bannon
CFP®, CIMA®
Senior Investment Advisor
Joined The Mutual Fund Store in 2007.
Successfully completed the Series 7, 63 and 65 licenses administered by FINRA.
Earned the distinction of CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Investment Management Analyst (CIMA®).
B.S. degree with an emphasis in finance from the University of Kansas.
Member of the Financial Planning Association of the East Bay.
Walt Kasianchuk
CMFC®
Managing Partner & Senior Investment Advisor
Joined The Mutual Fund Store in 2005.
Successfully completed the Series 7 and 66 licenses administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).
Retired United States Naval Officer.
Master of Business Administration from St. Mary’s College in Moraga, Calif.
Married to Sheryn. They have two sons.
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