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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 Janet Wan

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.


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.

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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.
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced:   English, Mandarin

Services

Investment Types:   Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Alternative Investments, Mutual Funds, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Via Phone, Our Office, Video Conference, Our Offices

Firm Information

Assets Managed by Firm:   over $100m

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

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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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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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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