Sunnyvale Financial Advisors

The Financial Engines Advisor Center in Sunnyvale serves the South Bay/Peninsula including the areas of San Jose, Santa Clara 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

1050 Enterprise Way
3rd Floor
Sunnyvale, CA 94089
Map Office
Phone: (408) 970-0555
Fax: (408) 970-0085

Our Investment Advisors

Ken Sakamoto
CRPC®
Senior Vice President - Financial Planning
Curtis Hagner
CFP®
Senior Vice President - Financial Planning
Sean O'Bannon
CFP®, CIMA®
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
Get More Information
  • Free Financial Plan
  • Retirement Report
  • Compare Services






Does your employer already offer our services?
Please call (888) 443-8577

We value your privacy. View our Privacy Policy.