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Janet Wan, CFP®, CPFA
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 an independent, SEC- Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with over 110 years of experience helping clients navigate the complexities of managing their finances. We offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients.

At SPFA, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinct expertise in the following areas:

" Retirement Distribution Planning with Tax Optimization Strategies for Pre-and-Post Retirees " Tax-aware Strategies of Diversifying Concentrated Stock Positions for Corporate Executives " Core-and-Satellite Investment Strategy for High-Net-Worth Individuals " Tax-advantaged Corporate Retirement Planning for Business Owners and Doctors with Private Practices

Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients best interests. Our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.


General Information

Firm Start Year:   2005
No.of Employees:   5-9
Gender:   Male
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:   Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Our Offices, Video Conference, At my office, At your office, Via Phone


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

Janet Wan

CFP®, CPFA

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

Check Bank Transfer

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