Janet Wan (BS, CFP®)

Janet Wan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

We understand each client’s facts and circumstances differ. At SPFA, we embrace a process which considers individual objectives, income requirements, investment performance, taxes, impact on heirs and other third party beneficiaries, as part of the financial advisory equation. We specialize in taking an integrated approach to ongoing wealth management and have the ability to serve self-directed investors who seek second opinions or want to fine-tune a financial plan. We act as a quarterback and coordinate with your other professional advisors to help you achieve the financial well-being you desire for yourselves and your family. Our clients enjoy our disciplined, efficient and effective investment advice and financial planning process.

Additional Information

To explore your financial journey on how we can help you, please visit our website www.sierrapfa.com for more information, and click “Contact Us” to schedule a half hour complimentary initial meeting at one of our offices that is convenient to you.

NAPFA Start Date

August 01, 2007

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This Office

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

Other Offices

1300 Clay Street, Suite 600 Oakland, CA 94612 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