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.

Upcoming Webinar! Long-Term Care: Challenges and Solutions
You never know if you or someone in your family will need long-term care. In this webinar, sponsored by Sierra Pacific Financial Advisors, Tim Bellig will present issues people face when confronted with a long-term care event, from coordination of care and benefits to the financial burdens on their estate. He will also present potential solutions to those issues and challenges.
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.

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

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

Yun Cho Messina, FRM®
Financial Planning Associate, Wealth 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.

Exit Strategies of the Rich and Famous

A Bucket Plan to Go with Your Bucket List

Gun Ownership and Your Homeowners Policy
