Sierra Pacific Financial Advisors, LLC

Sierra Pacific Financial Advisors, LLC (SPFA) is an independent Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with decades 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.

We take time to listen carefully and identify your life goals, needs and priorities.  We develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, stock exercising 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, and offer objective guidance on ways to adapt the changes of economic or their personal circumstances. 

Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients’ best interests.  Our client-centric approach allows us to work with you as a partner, not as a delegator.  We believe the best advice and service that we can offer is only achieved through mutual understanding and knowledge. Our ultimate goal is to help clients make well-informed, prudent decisions throughout their financial management journey—from wealth accumulation, preservation to distribution.

At Sierra Pacific Financial Advisors (SPFA), our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.