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Sierra Pacific Financial Advisors

Tel: 925-223-8868
7077 Koll Center Parkway, suite 120
Pleasanton, CA 94566
Sierra Pacific Financial Advisors | Financial Advisor in Pleasanton ,CA


About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm. Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Our expertise includes: 1. Stock options, RSUs, ESPP exercising strategy and diversification for professionals with concentrated stock options 2. Tax advantage retirement planning for business owners 3. Wealth management and transfer solutions for pre-and-post retirees 4. Financial wellness and investment services for women

Serving as fiduciaries, we provide unbiased financial solutions with a singular focus on our clients best interests. This entails going beyond our money-management mandate, as we also work closely with clients to design comprehensive, customized plans connecting every aspect of their financial lives to pursue optimum results. Our ultimate goal is to help clients make well-informed, prudent decisions throughout their financial management journey, from wealth accumulation, preservation to distribution.


General Information

Firm Start Year:   2005
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade/Charles Schwab
States Licensed in:   CA
Work Experience:   Starting out as a financial analyst, Janet discovered early on that she preferred personal finance over a Wall Street career. After more than 20 years of working in financial planning and wealth management services, Janet is still passionate about building personal relationships with clients and helping them achieve their definition of success. She measures her own success by her clients ability to accomplish their financial goals.
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:   English, Mandarin


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Bonds, Options & Futures, Commodities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, Our Offices, Video Conference


Firm Information

Assets Managed by Firm:   over $100m


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Flat Fee, Based on Assets


Education

Bachelors of Science - Finance and International Business  University of Maryland Robert H. Smith School of Business
1992-1996



Faqs

  • Why should I choose you as my financial advisor? Earned the following degrees and designations: -Certified Financial Planner designation -B.S. in Finance and International Business - University of Maryland Robert H. Smith School of Business. Janet has been actively involved in several national and local professional associations. She is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the National Association of Plan Advisors (NAPA), Women in Pension Network (WiPN), and California Society of CPAs (CalCPA). Featured numerous times as a guest speaker on KTSF TV26 Talk Tonight show to speak about the value of financial planning. She has also been quoted in The Wall Street Journal, Investment News, Dowjones.com and The Street.com on various financial topics.
  • What are your qualifications? What is your education background? Understanding your personal circumstances and financial resources, defining your life goals and aspirations, mapping your path to achieve financial success.
  • How do you charge for your services? SPFA is a fee only advisor; we charge either a flat fee or percentage of assets under management.
  • How much risk should I be willing to take? We customize clients investment strategies based on their specific risk tolerance and financial goals; one size does not fit all. Contact us for a free financial consultation.
  • Have you ever been charged with any breaches? No.
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Janet Wan

Sierra Pacific Financial Advisors

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies.

My Team

Parker joined SPFA as a 401(k) plan advisor and the director of business development. In his role, he focuses on prospecting and building relationships with wealth management and corporate retirement plan clients. Parker provides investment, participant education and fiduciary support to those corporate clients in the 401(k) arena. He also spends time developing relationships with new wealth management and high new worth clients for the firm. Parker brings over 10 years in marketing, sales, bus ...more

Daniel joined SPFA as the director of financial planning and wealth advisor. He utilizes his experience and background to develop holistic financial plans, including savings, retirement planning, stock equity strategy, college funding, tax planning and risk mitigation/insurance need analysis. Daniel listens to clients goals and ideals, and creates sound strategies to meet their objectives from estate tax management, legacy planning to charitable gifting. Daniel has over 20 years in financial pla ...more

Yun is passionate about helping individuals manage their financial resources fruitfully and purposefully as an entrusted financial steward. She joined SPFA as a wealth advisor to fulfill her passion. Yun develops a financial roadmap which considers individual objectives, income requirements, unique needs and tax situations to help people achieve their life purpose. She has years of work experience and knowledge in institutional investment management. Yun completed the Personal Financial Planni ...more

Jennifer joined SPFA as a client relations and operations manager. She integrates her analytical and marketing skills with client relations to deliver an excellent client service experience at Sierra Pacific. Jennifer focuses on financial operations, marketing, and client relations. She implements strategies to create awareness so prospective and current clients can gain the most value from working with SPFA.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

Compensation Arrangements

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