Sierra Pacific Financial Advisors, LLC

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 85 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, and continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinctive 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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Advisors at this Office

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This Office

7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566-3152 Phone: (925) 223-8868 Fax: (925) 226-1830

Primary Office

7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566-3152 Phone: (925) 223-8868 Fax: (925) 226-1830

Other Offices

1300 Clay St Ste 600 Oakland, CA 94612-1427 Phone: (510) 438-6878 Fax: (510) 438-6877
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014-2384 Phone: (510) 438-6878 Fax: (510) 438-6877