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.
Daniel T. Goodman, CFP®, CLU®, MBA
Director of Financial Planning, Wealth Advisor
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.
Parker J. O'Sullivan
Director of Business Development, 401(k) Plan Advisor
Parker provides investment, participant education and fiduciary support to those corporate clients in the 401(k) arena. He also spends time developing relationships with new wealth management and high new worth clients for the firm.
Marissa Christensen
Client Relations & Operations Manager
Marissa joined SPFA as a client relations and operations manager. She is thrilled to put her well-equipped skills in operations, communications, and excellent client service experience to make an everyday impact at the firm.
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.