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.

Professionals

Business Owners

Women

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 Z Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

Glen Jones, CFP®, MBA

Director of Financial Planning

Tracy Loeb, Manager

Client Relations and Financial Operations

Ron Augustinsky, Esq.,

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.

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.

Why Choose Us

State-of-the-Art Platform: We use advanced technology to build collaborative client relationships, and to keep our clients ahead of financial industry innovation.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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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.