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Janet Wan (CFP®, CPFA)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Janet is the President and Senior Wealth Advisor at Sierra Pacific Private Wealth, which she founded in 2004. A Certified Financial Planner ® (CFP) with over 25 years of experience, Janet blends tax-aware strategies, equity compensation planning, and personalized financial guidance to help tech and biotech executives maximize the wealth they’ve built.

After beginning her career as a financial analyst at Cambridge Associates, Janet’s passion for working directly with individuals led her to transition to serving high-net-worth clients at Freed & Myers. Her interest in capital markets has become a lifelong mission to make a personal impact as a financial planner. Today, she focuses on strategic planning, leading the firm’s investment committee, and designing tailored wealth solutions.

When not advising clients, Janet is deeply connected to her community in Pleasanton, and enjoys golfing, traveling, and exploring new cultures.

Additional Information

To explore your financial journey on how we can help you, please visit our website www.sierrapacificpw.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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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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Visit Website Download vCard
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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7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566-3152 Phone: +1 (925) 223-8868 Fax: (925) 226-1830
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