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.

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only, SEC 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.


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Awards


                              

Janet  Wan

Janet Z. Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

925-223-8868 x1002

Parker O'Sullivan

Parker J. O'Sullivan
CRPS®

Director of Business Development, 401(k) Plan Advisor

925-223-8868 x1006

Yun Cho Messina

Yun Cho Messina, FRM

Financial Planning Associate, Wealth Advisor

925-223-8868x1007

Jennifer  Marino

Jennifer Marino

Client Relations & Operations Manager

925-223-8868x1001


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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