Pleasanton (Bay Area) Financial Advisors

The Financial Engines Advisor Center of Pleasanton serves the East Bay including the areas of Livermore, Fremont, Oakland, and Walnut Creek. We are located near the I-580 and I-680 intersection, at the corner of Stoneridge and Hacienda Drive in the lobby of the Hacienda Terrace building. Our advisors are here to assist you with any of your investment needs, including 401(k) rollovers, saving for a child's education or preparing a personalized retirement strategy.

Office Location

4301 Hacienda Drive
Suite 100
Pleasanton, CA 94588
Map Office
Phone: (925) 227-0555
Fax: (925) 737-0395

Our Investment Advisors

Sean O'Bannon
CFP®, CIMA®
Senior Vice President - Financial Planning
Mallory Dinis
CRPC®
Senior Vice President - Financial Planning
Kevin Logan
CFP®
Senior Vice President - Financial Planning
Mark Sikich

Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team


Lorena Cardenas

Mariel Nicolas
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