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Location:
Santa Clara (Bay Area), CA
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LOCATION INFO
2350 Mission College Blvd.
Suite 450
Santa Clara, CA 95054
Phone: (408) 970-0555
Fax: (408) 970-0085
ABOUT THIS LOCATION
The Mutual Fund Store in Santa Clara serves the South Bay/Peninsula including the areas of San Jose, Sunnyvale and Cupertino. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
Walt Kasianchuk
CFMC®
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, CA.
Married to Sheryn. They have two sons.
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.
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.
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