Sierra Pacific Financial Advisors, LLC
Sierra Pacific Financial Advisors, LLC (SPFA), with several convenient offices in the bay area, provides comprehensive financial planning and personalized wealth management services on a fee-only basis. We offer a coordinated approach to financial management that encompasses investment, retirement planning, education funding, tax and estate planning to help our clients grow and preserve family wealth.
Our client-centric approach allows us to work with you as a team, not as a delegator, and know that the best advice and service we can offer is only achieved through mutual understanding and knowledge. We put your interest first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Led by Janet Z. Wan, CFP®, our professional staff, including in-house CPA and attorney, has over 80 years of experience in financial planning and wealth management services. We serve as a family chief financial officer to develop custom strategies based upon your unique circumstances in helping you achieve your life goals.