Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm
7077 Koll Center Parkway, Pleasanton, California 94566
About the Business
Sierra Pacific Financial Advisors, LLC is a fee-only financial advisory firm located in Pleasanton, California. Our team of experienced financial advisors are dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. We specialize in retirement planning, investment management, tax planning, and estate planning. At Sierra Pacific Financial Advisors, LLC, we prioritize transparency and always act in the best interest of our clients. Visit us at 7077 Koll Center Parkway to learn more about how we can help you secure your financial future.
Photos
Contacts
7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States
Opening hours
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
10:00 - ?
Sunday:
? - 02:00
Reviews
"I recently had the pleasure of speaking with Janet Zheng Wan from Sierra Pacific Advisors in my search for financial guidance. While I initially reached out to schedule a consultation, Janet went above and beyond by providing an impromptu phone consultation. Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation. It was evident that her primary focus was on understanding my needs and providing assistance rather than pushing for a quick transaction."
"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 portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we'd worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement."
"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 needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship."
"I have been a client for SPFC for several years and Janet Wan is my advisor. I appreciate her promptness every time I need her help and also guide me through the financial ways that I am not familiar with."
"I have been a client of Sierra Pacific Financial Advisors in Pleasanton for several years now and have received extraordinary service. My Personal Finances are critical to my future as well as my children's future. So finding an advisor with whom I could trust was extremely important. Janet and the team at SPFA are knowledgeable, experienced and organized professionals. While being very Responsive and Effective. Feeling in control of your financial future is something you must experience to appreciate. I owe that in large part to SPFA. Thanks to everyone at Sierra Pacific Financial Advisors, I'm now very comfortable with my future finances."
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