Our Advisory Team
Janet Z Wan, CFP®, CPFA
President & Senior Retirement Plan Advisor
Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning...
Glen Jones, CFP®, MBA
Director of Financial Planning
Glen joined SPFA as the director of financial planning. In his role, he develops comprehensive plans addressing all facets of financial planning including retirement, investment, tax, estate and risk management/insurance. His planning...
Lindy Chan, CFP®, MS
Senior Wealth Advisor
Lindy Chan joined SPFA as a senior wealth advisor specializing in goals-based investing, retirement planning, life insurance planning and estate planning strategies. With over 10 years’ experience as a financial advisor, Lindy...
Tracy Loeb, Manager
Client Relations and Financial Operations
Tracy joined SFPA as the manager of client relations and financial operations. She is thrilled to put her over 10 years of experience and knowledge in financial services to work as an integral member of an independent RIA firm where she...
Ron Augustinsky, Esq.,
Certified Family Law Specialist
Ron Augustinsky, Esq. collaborates with Sierra Pacific Financial Advisors, LLC (SPFA) to provide estate planning and estate administration to SPFA clients. His law practice is focused on the areas of estate planning, estate...