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Location:
San Rafael (Bay Area), CA
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LOCATION INFO
4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Phone: (925) 227-0555
ABOUT THIS LOCATION
The Mutual Fund Store in San Rafael serves the North Bay including the areas of Petaluma, Santa Rosa, San Anselmo and Mill Valley. With more than 23 years combined industry experience, our investment advisors are here to help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
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.
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