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MD Preferred Financial Advisors, July, 2009
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Sierra Pacific Financial Advisors (SPFA) has been selected as a recognized financial expert to the MD Preferred Financial Advisors Network. The MD Preferred Financial Advisor Network is an online Physician Resource Center which offers physicians and medical industry executives access to trusted specialists in financial advisory services, legal services, real estate, and insurance services. SPFA has been demonstrating high fiduciary capacity in serving our clients, and is proud to be listed on the network to offer superb wealth management services to those healthcare professionals. To check out the network, please click the web link http://www.mdpreferredfinancialadvisor.com/advisors.php
All Financial Advisors, June, 2009
SPFA is a participant of the program "All Financial Advisors" - an independent directory that connects consumers and investors with the best financial advisors in the United States. This site is to get consumers educated on the various financial planning practices and money management methodologies. It also creates a cost-effective marketing solution for top financial advisors to meet consumers' exact needs. For details, please check http://www.allfinancialadvisors.com/
The Daily Review, June, 2009
Janet Wan was quoted in the article "Jobless in San Lorenzo Urged to Keep Positive Outlook" in the Daily Review. To help out the local community ease their fears and confusion of job loss, SPFA and the Alameda County Libraries co-hosted several workshops to address issues such as budgeting, unemployment benefits, insurance, investments and step-by-step financial solutions to post lay-off. Read the article.
BOOMERateR.com, May, 2009
 SPFA is listed as a trusted financial advisor on BOOMERateR.com. Boomerater is an online advice network for Baby Boomers to help them make informed life decisions. Search the site by clicking http://www.boomerater.com/.
San Jose Museum of Art, January, 2009
SPFA hosted its Annual Client Appreciation event at the San Jose Museum of Art. Our clients, friends and family members attended the event and enjoyed an exclusive tour to the museum its contemporary art collections. Stephen Guerguy of SPFA presented the 2009 Economic Outlook to the event participants.
TheStreet.com, February, 2008
Janet Wan was quoted in an article "Retirement Fidel-Style" on TheStreet.com. Janet offered some tips for those American retirees who want to spend their golden years abroad. She said that it's very important to do your homework and explore options with your financial advisors before packing up your bags for retirement oversees. Read this article.
InvestmentNews, November, 2007
Janet Wan was quoted in an article on InvestmentNews titled "Terror Free series of indexes to screen out certain firms". Janet addressed questions related to socially responsible investments and geopolitical considerations in constructing a diversified portfolio. Read this article.
Blackhawk Country Club, November 2007
SPFA and ReMax co-hosted the 2007 Annual Client Appreciation event at the Blackhawk Country Club in Danville. All guests enjoyed an elegant brunch, live music, and dancing at the beautiful clubhouse in Blackhawk.
NAPFA, August, 2007
 Janet Wan was accepted as a NAPFA-Registered Financial Advisor after passing its rigorous requirements for membership. NAPFA is the largest professional organization that stands "Truly Comprehensive, Strictly Fee-Only". Its registered advisors have to take the fiduciary oath to exercise his/her best efforts to act in good faith and in the best interests of the client. For more about NAPFA, please check the website http://www.napfa.org/
Chi-Am Circle Club Scholarship Program, May, 2007
SPFA was proud to become a gold sponsor of the Chi-Am Circle Club Scholarship program. This program awards high school graduates and community college students for their accomplishments in and out of school. "At SPFA, we believe in your dream. As a part of the Chi Am Scholarship Program, we are building a bridge for those promising students who are realizing their dreams and maximizing their potential", said SPFA Principle Janet Wan.
KTSF 26 TV, April, 2007
Janet Wan and Cindy Yau, estate attorney were invited as speakers on KTSF 26 TV's "Talk Tonight" show. Janet discussed tools and strategies of estate planning as a part of comprehensive financial plan.
KTSF 26 TV, November, 2006
Janet Wan was featured on KTSF 26 TV's "Talk Tonight" show. Janet spoke about the value of holistic approach to financial planning. "Talk Tonight" is a live call-in talk show covering a variety of issues from local to international news, arts & culture, economics, science and medicine.
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