Santa Clara (Bay Area) Financial Advisors

The Financial Engines Advisor Center 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.

Office Location

2350 Mission College Blvd.
Suite 450
Santa Clara, CA 95054
Map Office
Phone: (408) 970-0555
Fax: (408) 970-0085

Our Investment Advisors

Curtis Hagner
Senior Vice President - Financial Planning
Sean O'Bannon
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

Garrett Gillett
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