



Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Comprehensive Financial Planning
✓ Understanding your personal circumstances and financial resources
✓ Defining your life goals and aspirations
✓ Mapping your path to achieve financial success
Learn More - Personalized Investment Management
✓ Strategies customized to align with your financial goals
✓ Cost-effective & tax-efficient investment solutions
✓ Leverage of prestigious institutional investment models
Learn More - Corporate Retirement Planning
✓ Fiduciary services to assist with plan design, service-provider and investment-option selection
✓ Employee education workshops to help participants prepare for retirement
✓ Benchmark reports to evaluate plan effectiveness and efficiency
Learn More
Meet Our Team
Put century of combined experience to work for you.
Helpful Content
Curated articles, videos, and more for a more financially savvy you.
Discover Intelligent Investing For A Smarter Tomorrow
Shrewd financial advice and savvy wealth strategies are just the beginning.
About Us
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
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. Our ultimate goal is to help clients make well-informed, prudent decisions throughout their financial management journey—from wealth accumulation, preservation to distribution.

Janet Z. Wan, CFP®, CPFA
President & Senior Retirement Plan Advisor

Daniel T. Goodman, CFP®, CLU®, MBA
Director of Financial Planning, Wealth Advisor

Parker J. O'Sullivan, CRPS®
Director of Business Development, 401(k) Plan Advisor
Why Choose Us
Fee-Only: compensated solely by fees paid by clients, we provide truly objective advice with your individual needs in mind at all times.
Why Choose Us
Fiduciary Standard: we choose to uphold a fiduciary standard, which means we always place our clients’ interests before our own.
Why Choose Us
Transparency: SPFA’s competitive fee structure is fully disclosed to new and existing clients, who will also have online access to all their accounts held at separate custodian firms.
Why Choose Us
Boutique Culture: Our clients enjoy our trademark service – personalized, proactive and responsive.

When Special Care Is Needed: The Special Needs Trust

A Fruitful Retirement: Social Security Benefit

Protecting Your Business from the Loss of a Key Person

A Penny Saved is Two Pennies Earned
Make An Impact
Sierra Pacific Financial Advisors, LLC (SPFA) is proud of to be a member of those elite professional organizations who advocate fiduciary standard to make a positive impact in financial industry. Our advisors have been featured in many publications.














Complimentary Financial Planning Services
Due to high requests, we will extend the complimentary financial planning services to those frontline health care professionals until June 30, 2021.
You risk your life to fight COVID-19 pandemic. We would like to help you in any way we can. Sierra Pacific Financial Advisors, LLC (SPFA) will provide complimentary financial planning services to those frontline health care professionals. This offer will start now to end of December 31, 2020. Feel free to book an initial appointment thru. our personal scheduling system at your convenience. We look forward to assisting you in planning your financial future with great confidence!