7077 Koll Center Parkway,
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.
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.
Financial Planning Associate, Wealth Advisor
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.
Financial Operations Associate
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....
Client Engagement Manager