Our Advisory Team

Janet Z. Wan, CFP®, CPFA

President & Senior Retirement Plan Advisor

925-223-8868 x1002

jwan@sierrapfa.com

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.

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Daniel T. Goodman, CFP®, CLU®

Director of Financial Planning, Wealth Advisor

925-223-8868 x1003

dgoodman@sierrapfa.com

Daniel utilizes his experience and background to develop holistic financial plans, including savings, retirement planning, stock equity strategy, college funding, tax planning and risk mitigation/insurance need analysis.

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Yun Cho Messina, FRM

Financial Planning Associate

925-223-8868x1007

ymessina@sierrapfa.com

Yun is passionate about helping people managing financial resources fruitfully and purposefully as an entrusted financial steward.  She joined SPFA as a wealth advisor to fulfill her passion.

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Aaron Sanchez

401(K) Plan Advisor, Client Engagement Manager

925-223-8868x1006

asanchez@sierrapfa.com

Aaron has a long history of helping individuals and businesses with a variety of financial needs. From an early career in health insurance beneļ¬ts and provider relations, to commercial real estate sales and investments, Aaron has been...

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Jacob Rodriguez

Financial Operations Associate

925-223-8868x1001

clientservices@sierrapfa.com

Jacob joined SPFA as the financial operations associate. He specializes in client relations and all aspects of investment operations functions. He is the primary contact at SPFA for account servicing requests and operation processes....

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Ron Augustinsky, Esq.,

Certified Family Law Specialist

925-225-1010

ron@augustinsky.com

Ron Augustinsky, Esq. collaborates with Sierra Pacific Financial Advisors, LLC (SPFA) to provide estate planning and estate administration to SPFA clients. 

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