7077 Koll Center Parkway,
Discover an array of services for all your financial needs.
✓ Understanding your personal circumstances and financial resources ✓ Defining your life goals and aspirations ✓ Mapping your path to achieve financial success Learn More
✓ Strategies customized to align with your financial goals ✓ Cost-effective & tax-efficient investment solutions ✓ Leverage of prestigious institutional investment models Learn More
✓ 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
Put century of combined experience to work for you.
Curated articles, videos, and more for a more financially savvy you.
Shrewd financial advice and savvy wealth strategies are just the beginning.
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.
President & Senior Retirement Plan Advisor
Director of Financial Planning, Wealth Advisor
Director of Business Development, 401(k) Plan Advisor
Client Relations & Operations Manager
Certified Family Law Specialist
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.
Fiduciary Standard: we choose to uphold a fiduciary standard, which means we always place our clients’ interests before our own.
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.
Boutique Culture: Our clients enjoy our trademark service – personalized, proactive and responsive.
State-of-the-Art Platform: We use advanced technology to build collaborative client relationships, and to keep our clients ahead of financial industry innovation.
When Special Care Is Needed: The Special Needs Trust
Important Birthdays Over 50
When Life Insurance Becomes Taxable
Your Emergency Fund: How Much Is Enough?
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.
Discover journey to your financial dreams
Guide throughout your financial journey
Achieve your definition of financial success
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!