Sierra Pacific Financial Advisors, LLC

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7077 Koll Center Pkwy Ste 120
Pleasanton, CA 94566
+1 (925) 223-8868
https://www.sierrapfa.com
Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm. Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line. Serving as fiduciaries, we provide unbiased financial solutions with a singular focus on clients’ best interests. This entails going beyond our money-management mandate, as we also work closely with clients to design comprehensive, customized plans connecting every aspect of their financial lives to pursue optimum results.

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Reviews

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5.06 reviews
Q C.
9/5/2022

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors for over 4 years now. We really appreciate having them in our corner.   Financial planning: our...

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Carolyn C.
10/14/2023

After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as...

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Saikat P.
8/3/2023

We recently started working with SPFA on managing our investment portfolio after an initial financial planning session. The team, lead by Janet, is professional and takes time to understand your...

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Nick S.
7/28/2022

Yun and Janet at Sierra Pacific have been excellent and guiding my partner and I with our finances. After my partner and I got married we had to reconcile her years of being financially sounds vs...

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Sue G.
6/9/2022

My husband and I have been clients of Janet for many years and will be forever grateful for her intelligent, sound, and practical advice regarding our financial portfolio. She really listens to...

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United States›California›Pleasanton›Sierra Pacific Financial Advisors, LLC

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