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
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  • Personalized Investment Management

    ✓ Strategies customized to align with your financial goals
    ✓ Cost-effective & tax-efficient investment solutions  
    ✓ Leverage of prestigious institutional investment models 
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  • 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 
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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.

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.

Connect With Us
Janet  Wan

Janet Z Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

Glen  Jones

Glen Jones, CFP®, MBA

Director of Financial Planning

Lindy  Chan

Lindy Chan, CFP®, MS

Senior Wealth Advisor

Tracy Loeb

Tracy Loeb, Manager

Client Relations and Financial Operations

Ron Augustinsky

Ron Augustinsky, Esq.,

Certified Family Law Specialist

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.
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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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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.

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