3 Best Financial Services in Sunnyvale, CA

“Charles Schwab's Melissa Drago is the branch manager and vice president. With 28 years of professional experience, she holds the Certified Wealth Strategist® designation. She holds Series 7, 9, 10, 24, 63, and 66 securities licenses and a Life and Variable Annuity Insurance License in California. Melissa Drago completed her Bachelor of Science at the Leonard N. Stern School of Business, New York University. You’ll find friendly, personalized help from an experienced team at their Sunnyvale branch. Plus, you’ll have access to expertise, specialists, and insights to help you reach your goals. As members of your local community, they welcome you and are committed to giving you transparent, straightforward answers to your questions.”

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“Shane Jacksteit is dedicated to continual learning and development. He completed his undergraduate education at Vanguard University of Southern California and has earned the CERTIFIED FINANCIAL PLANNER™ certification. As a firm believer in philanthropy's transformative power, he has dedicated his career to fostering lasting positive change. He is also a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. His team is incredible. He guides and inspires a dedicated team of branch office administrators, Vera Mae Laver, Diamond Tang, and Carmen Chavarria, who serve their clients and community excellently. They believe the best method to build and preserve your financial future is with a long-term strategy for investing. They serve clients with $1,000,000 and accept clients by referral.”

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“Fidelity Investments provides in-person, virtual, and phone appointments to discuss your plans and investment strategies. Sheela Sukhdeo is the president and financial consultant. She holds Series 7 and 66 and Life, Health, and Annuities licenses. Sheela Sukhdeo is also a Certified Financial Planner. Fidelity Investments supports over 35 million people in achieving their critical financial goals, manages employee benefit programs for over 22,000 businesses, and provides investment and technology solutions to over 13,000 financial institutions. Collaborating with your advisor, the firm creates an investment plan that aligns with your goals, preferences, and situation. They offer transparent pricing, including no fees, minimums to open a retail brokerage account, commission-free trades, and more.”

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