Sierra Pacific Private Wealth, LLC

Sierra Pacific Private Wealth, LLC is an independent, SEC-Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial fiduciary advisors that believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies. Our mission is clear: to deliver tailored financial strategies that help driven professionals achieve their unique vision of success.

With expertise shaped by years of experience, we specialize in meeting the complex needs of professionals in the dynamic AI, tech, and biotech industries. From maximizing equity rewards to crafting tax-efficient strategies and building multigenerational wealth, our solutions are precise and personalized. Every financial journey is unique, and so is our approach to helping you succeed.

Our unique expert services focus on the following Comprehensive Wealth Management for Executives and Entrepreneurs:

  • Executive Compensation Planning
  • Tax-Efficient Diversification of Concentrated Stock Positions
  • Personal Financial Planning
  • Tax-Aware Investing
  • Estate Planning & Wealth Transfer
  • Philanthropic & Impact Investing Advisory
  • Risk Management & Asset Protection
  • Family Wealth Education & Governance
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1300 Clay St Ste 600 Oakland, CA 94612-1427 Phone: (510) 438-6878 Fax: (510) 438-6877

Primary Office

7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566-3152 Phone: +1 (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