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 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, 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 Professionals with Equity Reward Compensations
- 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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identifying a potential advisor for their review and consideration. The appearance of an
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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
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