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®, MBA

Wealth Advisor, Financial Planner

925-223-8868 x1003

dgoodman@sierrapfa.com

Daniel joined SPFA as a wealth advisor and financial planner. He utilizes his experience and background to develop holistic financial plans, including savings, retirement planning, stock equity strategy, college funding, tax planning...

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Parker J. O'Sullivan

401(k) Plan Advisor, Business Development Manager

925-223-8868 x1006

posullivan@sierrapfa.com

Parker joined SPFA as the 401(k) plan advisor and business development manager. In his role, he focuses on prospecting and building relationship with wealth management clients and corporate retirement planning clients. Parker provides...

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Marissa Christensen

Client Relations Associate

925-223-8868 x1001

mchristensen@sierrapfa.com

Marissa joined SPFA as an operations and client relations associate. She is thrilled to put her well-equipped skills in operations, communication, and excellent client service experiences to make a difference every day at the firm....

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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. His law practice is focused on the areas of estate planning, estate...

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